Ryan Horak is a CFP-designated registered investment advisor at Wealth Management Corporation, based in Tallahassee, FL, 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 High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,641 clients with $240M 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 $250K | 1.50% |
| $250K - $500K | 0.80% |
| $500K+ | 0.50% |
Fees are negotiable under limited circumstances. Income portfolios are managed at a flat rate of 0.5%. Accounts under $15,000 may be assessed a $50 quarterly fee.
Fee Estimator
Location
2941 Kerry Forest Parkway, Tallahassee, FL, 32309-6825
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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 a real estate agent with Passage Real Estate, spending minimal time on this activity. He is also the Managing Member of Prudent Wealth Management LLC since 2023.
Employment History
Current Registrations
Wealth Management Corporation
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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