Ryan Financial Solutions provides investment management and financial planning services, focusing on pension, retirement, and investment planning for public servants. They manage assets on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs. The firm also offers financial planning services, including retirement, insurance, tax, and estate planning, working with clients' attorneys and accountants.
Assets Under Management$78M
Clients247
Advisors2
Avg. per Client$320K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are not tiered but subject to the lowest percentage based on the combined total portfolio value for the household. Asset management fees will be charged quarterly in advance based upon the ending account value of the previous quarter. Advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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