Ryan Mcneilly is a registered investment advisor at Kenora Financial, LLC, based in Des Plaines, IL, with 15 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 181 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kenora Financial's fee for managing your investments is a percentage of the value of your portfolio. The fee schedule varies depending on whether the account is a standard brokerage account or a retirement account (IRA). The fees are:
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Brokerage Accounts:
- $50,000 to $100,000: 2.00%
- $100,000 to $500,000: 1.50%
- $500,000 to $2,000,000: 1.25%
- Over $2,000,000: 1.00%
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IRA Accounts:
- $50,000 to $100,000: 1.00%
- $100,000 to $500,000: 0.80%
- $500,000 to $2,000,000: 0.60%
- Over $2,000,000: 0.40%
There is an initial set-up charge of $500 for brokerage accounts if closed within the first twelve months.
Location
1295 Rand Road, Des Plaines, IL, 60016
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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.
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Ryan is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, focusing on tax planning and preparation.
Employment History
Current Registrations
Kenora Financial, LLC
State Registrations1 state
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