Ryan Branch is a registered investment advisor at Iron Branch Wealth LLC, based in Alexandria, VA, with 1 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee is $4,000. For households under $400,000, the minimum may result in an effective rate around or above 2% at smaller AUM. Fees are negotiable.
Fee Estimator
Location
Alexandria, VA
Get directionsHistory
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 works as a paraplanner for Cassaday and Company Wealth Management, LLC, providing analyses on various financial planning subjects. This is a full-time position.
Employment History
Current Registrations
Iron Branch Wealth LLC
Previous Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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.