Ryan Poage & Co. offers financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Financial planning includes reviewing a client’s financial situation and goals, and recommending strategies. Investment management services are provided primarily on a discretionary basis, allocating assets among mutual funds, ETFs, individual debt and equity securities, structured products and variable annuities.
Assets Under Management$100M
Clients205
Advisors3
Avg. per Client$500K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annualized management fee is determined on a case-by-case basis and the fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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