RN
CFA
RN
CFA

Ryan Keith Nelson

24 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
343 clients
Average Client Portfolio
$25.3M average
Assets Under Management
$8.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $15.0M0.00%
$15.0M - $30.0M0.00%
$30M+0.00%

Schedule shown is for Discretionary - Public Funds. Fees are negotiable and may vary based on factors like asset size and client needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5050 Section Avenue, Suite 420, Cincinnati, OH, 45212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is a managing principal at Redtree Investment Group, an SEC registered investment advisor. The time commitment is mixed with his work at Baird.

Employment History
Current Registrations
Redtree Investment Group
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
September 2007 - September 2014 · 7 yrs
Voyageur Asset Management INC.
June 2007 - October 2007 · 4 mos
Seasongood Asset Management LLC
July 2001 - June 2007 · 5 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.