Ryan Dugan
Ryan Dugan is a registered investment advisor at Morgan Stevens Asset Management, LLC, based in Coto De Caza, CA, 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 Investment Management. Their firm serves 72 clients with $71M 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 $200K | 1.20% |
| $200K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Fee Estimator
Location
Coto De Caza, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Morgan Stevens Asset Management, LLC
State Registrations1 state
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