Ryan Retcher is a registered investment advisor at Access Wealth Group, LLC, based in Dublin, OH, with 1 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 219 clients with $20M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fees are negotiable and are paid on a monthly basis. The majority of clients, we negotiate between a 1.0% and a 0.50% annual fee despite the fee schedule listed above.
Fee Estimator
Location
25 North St., Dublin, OH, 43017
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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 partner of Loud Capital LLC, a non-investment related venture capital firm, since 2022, and was the COO since 2017. Ryan dedicates full-time hours to this venture, with about half their time during securities trading hours, ensuring smooth operations.
Employment History
Current Registrations
Access Wealth Group, LLC
Previous Registrations
American Express Financial Advisors, INC.
State Registrations1 state
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