RK
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Ryan Krueger

29 Years of Experience
1 Disclosure

Ryan Krueger is a registered investment advisor at Freedom Day Solutions, LLC, based in Houston, TX, with 29 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 419 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
419 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$569.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Freedom Day Solutions charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 2.50%, depending on the size and complexity of your investments and the services provided. The fee for managing digital assets is typically 1.00%. This fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. Clients may have a portion of their assets allocated to cash, and the advisory fee will apply to those cash holdings.

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Location

8401 Westview Drive, Houston, TX, 77055

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History

Regulatory History (1)
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Customer Dispute
March 2003
Denied
Other Business Activities

Ryan is a limited partner in Kruecat Ventures, LP. Kruecat Management Inc., where Ryan is a shareholder, is the general partner of Kruecat Ventures, LP.

Employment History
Current Registrations
Freedom Day Solutions, LLC
March 2006 - Present · 20 yrs 1 mo
Previous Registrations
Curbstone Group, LLC
March 2009 - March 2013 · 4 yrs
Citigroup Global Markets INC.
November 1996 - April 2006 · 9 yrs 5 mos
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.