Ryan Adair is a registered investment advisor at Martin Capital Partners, LLC, based in Eugene, OR, 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 Investment Management. Their firm serves 110 clients with $96M 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 | 1.30% |
| $1M+ | 0.95% |
Fees may be negotiable. Sub-advised accounts: 0.50% on all assets. Institutional accounts: 0.55% on assets under $10,000,000, 0.40% on assets between $10,000,001 and $20,000,000, and 0.25% on assets over $20,000,000.
Fee Estimator
Location
940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR, 97401
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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 is the Operations Manager for Martin Capital Partners, LLC, an independently registered investment adviser scheduled to dissolve at the end of 2024. The filing does not specify the time commitment for this role.
Employment History
Current Registrations
Martin Capital Partners, LLC
Previous Registrations
Wcm Investment Management
State Registrations2 states
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