Ryan Gravunder is a registered investment advisor at Carl M. Hennig, INC., based in Berlin, WI, with 4 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees range from 0.50% to 3.00% per year, based on a percentage of assets and paid quarterly in advance. Schedules are negotiable.
Fee Estimator
Location
189 Broadway St Suite A, Berlin, WI, 54923
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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
Carl M. Hennig, INC.
Carl M. Hennig, INC.Broker
State Registrations1 state
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