Ryan Smeltzer is a CFA-designated registered investment advisor at Highland Consulting Associates INC., based in Cleveland, OH, with 1 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 167 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Highland Consulting Associates charges annual fees for investment advisory services based on a percentage of the value of your portfolio. The exact fee varies depending on the scope of the engagement and the size of your account, and fixed fee arrangements may also be negotiated. Clients are invoiced in advance at the beginning of each calendar quarter.
Location
159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Highland Consulting Associates INC.
Balefire, LLC
Previous Registrations
Lrj Wealth Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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