Ryan Greenlee is a CFP-designated registered investment advisor at Barrett Capital Management,llc, based in Richmond, VA, 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, Investment Management, Retirement Planning. Their firm serves 66 clients with $48M 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable at the firm's discretion based on factors such as anticipated future assets and total relationship size. 529 college savings plan accounts are charged a separate annual rate of 0.75%.
Fee Estimator
Location
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236
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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 →Employment History
Current Registrations
Barrett Capital Management,llc
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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