RM
RM

Ryan Melnyk

1 Year of Experience
West Sacramento, CA

Ryan Melnyk is a registered investment advisor at Manzanita Wealth Management LLC, based in West Sacramento, CA, 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 4 more. Their firm serves 9 clients with $3.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$340K average
Assets Under Management
$3.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K+1.00%

Schedule is for the Passive Income Portfolio only, which requires a $250,000 minimum and is only available in taxable accounts. The Core Portfolio has a flat fee of 0.25% on all assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

West Sacramento, CA

Get directions

History

Regulatory History
Clean regulatory record

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 is employed as a Project Scientist at Lawrence Berkeley National Laboratory, dedicating nearly full-time hours to this role. His responsibilities include performing microbiology research, analyzing data, and writing reports.

Employment History
Current Registrations
Manzanita Wealth Management LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Ryan Melnyk - Financial Advisor | TrueAdvisor