Ryan Carter is a CFP, ChFC-designated registered investment advisor at Funded Life Financial, LLC, based in Chicago, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fee is negotiable. For clients engaged in ongoing financial planning with less than $500,000 of assets under management with FLF, the investment management fee will be waived.
Fee Estimator
Location
Chicago, IL
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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
Funded Life Financial, LLC
State Registrations1 state
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