Ryan Swain
Ryan Swain is a registered investment advisor at Big Sky Wealth Advisors, LLC, based in Great Falls, MT, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 207 clients with $130M 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 | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees listed are for individuals and high-net-worth individuals. Fees for charitable organizations, non-profit organizations, and foundations are: $0 - $5,000,000: 0.50%, $5,000,001 and above: 0.25%. Fees are negotiable.
Fee Estimator
Location
812 14th Street N, Great Falls, MT, 59401
Get directionsHistory
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 ActivitiesSells Insurance
Ryan works as an insurance agent for ASH Brokerage, selling health and life insurance. He dedicates minimal time to this activity outside of securities trading hours.
Employment History
Current Registrations
Big Sky Wealth Advisors, LLC
Previous Registrations
World Equity Group, INC.Broker
The Leaders Group, INC.Broker
State Registrations1 state
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.