Ryan Atkins is a registered investment advisor at Sims Investment Management LLC, based in Cincinnati, OH, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,752 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees for comparable services may be available from other sources at a lower cost. The client will be charged separate fees for exchange, regulatory, and/or third-party fees. These fees are negotiable.
Fee Estimator
Location
3322 Erie Ave., Suite 200, Cincinnati, OH, 45208
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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 →Other Business Activities
Ryan receives royalties from online book retailers and payment for occasional speaking engagements. He also receives commissions as an Amazon Affiliate for purchases made through his author website.
Employment History
Current Registrations
Sims Investment Management LLC
State Registrations1 state
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