How does the advisor help clients – Key Takeaways:
Ryan & Friends GP, Ltd. offers comprehensive financial solutions to its clients, leveraging their expertise and experience to help individuals and businesses achieve their financial goals. With a team of highly qualified advisors, Ryan & Friends GP, Ltd. provides personalized and tailored services to meet the unique needs of each client.
Here are some key takeaways on how Ryan & Friends GP, Ltd. helps its clients:
- Expert financial advice and guidance
- Customized financial solutions
- Diverse range of services offered
- Highly qualified and experienced team of advisors
Facts and Insights
Ryan & Friends GP, Ltd. was founded in 2005 and has been in the financial industry for over 15 years. They currently manage over $1 billion in assets and have a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10 |
Financial Services Offered
Ryan & Friends GP, Ltd. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
Ryan & Friends GP, Ltd. caters to a variety of clients such as high-net-worth individuals, business owners, professionals, and retirees. They also work with corporations and institutions to provide investment management and retirement planning services.
Fees & Compensation
Ryan & Friends GP, Ltd. believes in transparent and fair compensation for their services. They are a fee-only firm, which means they only charge a percentage of assets under management as their fees. This ensures that their interests align with their clients’ and they only make money when their clients’ portfolios perform well.
Background
Ryan & Friends GP, Ltd. is led by founder and CEO, Ryan Smith. He has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Ryan has built a team of highly qualified advisors who bring a wealth of experience and expertise to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ryan & Friends GP, Ltd. is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. They also have a strict code of ethics and adhere to all industry regulations. Ryan & Friends GP, Ltd. has a clean record with no disciplinary actions or conflicts of interest.