Ryan Investments is a registered investment advisor that manages investment portfolios for individuals, families, trusts, estates, and charitable organizations. Ryan Investments uses a trend-following strategy, investing in low-cost index funds and exchange-traded funds (ETFs). The firm actively manages portfolios, adjusting holdings based on price trends to capture growth in uptrending markets and limit downside risk in downtrending markets. Ryan Investments seeks clients who are mindful of risk and volatility.
Assets Under Management$240M
Clients112
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable under certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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