Ryan Phinney is a CFA-designated registered investment advisor at Vail Valley Asset Management, LLC, based in Centennial, CO, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 39 clients with $3.3M 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 | 1.25% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Centennial, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vail Valley Asset Management, LLC
State Registrations1 state
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