Ryan Atchley is a registered investment advisor at Digital Wealth Partners, based in Lehi, UT. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1,398 clients with $590M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee schedule is for digital assets only. Traditional assets are billed at a lower rate: Up to $5 million: 0.75% per year; Above $5 million up to $10 million: 0.50% per year; Over $10 million: 0.40% per year. DW Partners may receive a performance fee equal to 20% of the profits in a client’s account if the client is qualified and the account’s profits exceed an annualized hurdle rate of 8% subject to a high-water mark.
Fee Estimator
Location
2901 West Blue Grass Blvd, Suite 320, Lehi, UT, 84043
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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 →Other Business ActivitiesSells Insurance
Ryan is an insurance broker selling life, disability, long-term care, fixed annuities, and health insurance products. This activity requires minimal time.
Employment History
Current Registrations
Digital Wealth Partners
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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.