Ryan Zentz is a registered investment advisor at Pmg Wealth Management, based in Hawthorn Woods, IL, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 443 clients with $200M 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 $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Location
60 Landover Pkwy, Ste. D, Hawthorn Woods, IL, 60047
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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 operates under two DBAs for his LPL business: Plan To Rise Above and PMG Wealth Management, dedicating full-time hours to each. He also provides investment advisory services through PMG Wealth Management as a Registered Investment Advisor, spending full-time hours on this activity as well.
Employment History
Current Registrations
Pmg Wealth Management
LPL Financial LLCBroker
State Registrations2 states
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