About RYAN POAGE & CO.
Ryan Poage & Co. is a reputable financial advisory firm that helps clients make informed financial decisions. With years of experience in the industry, Ryan Poage & Co. offers sound financial advice to their clients, helping them achieve their financial goals.
Facts and Insights
Below are some key takeaways about how the advisor helps their clients:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Ryan Poage & Co. currently manages over $500 million in assets for their clients. With a team of 5 experienced advisors, they have been in business for over a decade, gaining valuable insights and knowledge in the financial industry.
Financial Services Offered
Ryan Poage & Co. offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
The advisors at Ryan Poage & Co. work closely with their clients to create personalized financial plans that meet their unique needs and goals.
Client Types
Ryan Poage & Co. caters to a diverse clientele, including:
- Individuals
- Families
- Business owners
- Corporations
Their customized approach allows them to serve clients from all walks of life and help them achieve financial success.
Fees & Compensation
Ryan Poage & Co. adopts a fee-based compensation structure, meaning their advisors are compensated based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients and they are motivated to help them grow their investments.
Background
Ryan Poage, the founder of Ryan Poage & Co., has over 20 years of experience in the financial industry. He has a degree in finance from a reputable university and has obtained various certifications, including:
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Chartered Retirement Planning Counselor (CRPC)
This expertise, combined with his passion for helping others achieve financial independence, has made him a trusted and respected advisor in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ryan Poage & Co. is required to disclose certain information to their clients, including:
- Any potential conflicts of interest
- Any disciplinary actions taken against the firm or its advisors
- Any affiliations with other financial institutions
These disclosures ensure transparency and accountability, allowing clients to make informed decisions about their finances.
In conclusion, Ryan Poage & Co. is a reliable and experienced financial advisory firm that offers personalized services to clients from different backgrounds. With their expertise and commitment to helping clients achieve financial success, they have established themselves as a top choice for individuals and businesses seeking financial guidance.