Ryan Nelson is a CFA-designated registered investment advisor at Redtree Investment Group, based in Cincinnati, OH, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 373 clients with $9.7B 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 $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Fee schedule shown is for Institutional accounts. Public Funds fee schedule is: On the first $15,000,000: 0.20%, On the next $15,000,000: 0.15%, Over $30,000,000: 0.10%. Non-discretionary and consulting fees are negotiable.
Fee Estimator
Location
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Robert W. Baird & CO. Incorporated
Voyageur Asset Management INC.
Seasongood Asset Management LLC
State Registrations1 state
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