Ryan Poage & Co. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, and business entities. Ryan Poage & Co. crafts financial plans by reviewing a client's current financial situation, cash flows, taxes, estate planning needs, education funding, and retirement goals. Investment management services are tailored to each client's individual needs, time horizon, and risk tolerance, primarily utilizing mutual funds, exchange-traded funds, individual debt and equity securities, structured products, and variable annuities. Ryan Poage & Co. manages assets on a discretionary basis, meaning they make day-to-day investment decisions on your behalf without asking first, while also offering non-discretionary management for certain outside assets like variable life products, employer retirement plans, and 529 college savings plans. The firm uses fundamental and technical analysis to build diversified portfolios designed to generate both growth and income.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annualized management fee will not exceed 2.00% and is determined on a case-by-case basis depending on complexity, services, and asset value. Fees are negotiable.