RW
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Ryan Welch

19 Years of Experience
Broker

Ryan Welch is a registered investment advisor at Bahl & Gaynor INC, based in Cincinnati, OH, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 889 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
889 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.

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

255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202

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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 registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor INC
February 2024 - Present · 2 yrs 2 mos
Quasar Distributors, LLC
October 2023 - Present · 2 yrs 6 mos
Quasar Distributors, LLCBroker
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Advisors Asset Management, INC.
November 2009 - July 2023 · 13 yrs 8 mos
Advisors Asset Management, INC.Broker
August 2009 - July 2023 · 13 yrs 11 mos
Claymore Securities, INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
State Street Global Markets, LLCBroker
August 2006 - July 2007 · 11 mos
Ing Funds Distributor, LLCBroker
September 2005 - July 2006 · 10 mos
State Registrations6 states
CTMAMENHRIVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.