Brian Ryals
Brian Ryals is a registered investment advisor at Private Client Services, LLC, based in Vestavia Hills, AL, with 32 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2007Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Brian is a board member of 51st Aero Squadron, a registered representative with RFG Advisory (nearly full-time), and owns rental property. He is also a member of Legacy Credit Union, RFG Solutions LLC (insurance agency), Ryals Capital Management LLC, and The Marshals Auroa Land Company LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations6 states
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.