Ryan Cass
Ryan Cass is a registered investment advisor at Beacon Financial Advisory LLC, based in Cleveland, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,556 clients with $900M 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 | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Rates shown are for non-wrap portfolio management. Wrap fee portfolio management is also available with higher rates (1.80% for the first tier and 1.45% for the second tier). Fees are generally negotiable for accounts over $2,000,000.
Fee Estimator
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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 is the Operations Manager for Beacon Financial Partners and an investment advisor representative. He also sells fixed life insurance and annuities through Ash Brokerage, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
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.
Exams
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