Ryan Herche
Ryan Herche is a registered investment advisor at Brookwood Investment Group, based in Houston, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Houston, TX
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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 ActivitiesSells Insurance
Ryan is involved with Glidepath Marketing, LLC, providing website hosting and operations management, dedicating about half of his time. He is also the President of Cash Balance Advisors and Managing Director for Redwood Tax Specialists, spending about 10-20% of his time on each.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
State Registrations1 state
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