Ryan Mccarthy
Ryan Mccarthy is a CFP-designated registered investment advisor at Mccarthy Asset Management, INC., based in Redwood Shores, CA, with 5 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 221 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M - $4.5M | 0.50% |
| $4.5M+ | 0.25% |
Firm does not negotiate lower fees.
Fee Estimator
Location
3 Lagoon Drive, Redwood Shores, CA, 94065
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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
Mccarthy Asset Management, INC.
State Registrations1 state
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