Ryan Mcnamee is a registered investment advisor at Traction Financial Partners, based in Encampment, WY, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 398 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Traction Financial Partners charges a percentage of your portfolio each year for investment management services. The exact percentage is agreed upon in your investment advisory agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The fee is calculated based on the average daily balance of your accounts from the previous quarter and is billed quarterly in advance. Cash and money market balances are excluded from billing. The maximum annual advisory fee is 1.35%.
Location
168 County Road 648, Encampment, WY, 82325-1028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a Certified Public Accountant (CPA), dedicating a few hours per week to this activity. This work is not investment-related.
Employment History
Current Registrations
Traction Financial Partners
State Registrations1 state
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