The Ryan Group Portfolio Design LLC offers investment management and consultation services. As a fee-only advisor, The Ryan Group is only compensated by client fees. Investment management includes tax planning and preparation if requested. Consultation services are hourly and terminate upon delivery. The Ryan Group does not accept commissions and client accounts are held at unaffiliated custodians.
Assets Under Management$930K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$930K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.98% |
| $100K - $500K | 0.92% |
| $500K+ | 0.80% |
Fees may be negotiable for special situations. In the event that Investment Management clients desire services outside the scope of the Adviser’s engagement, The Ryan Group is available to provide Consultation Services as described in Item 4 of this Brochure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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