Ryan Filiaggi
Ryan Filiaggi is a registered investment advisor at Turner Financial Group, INC., based in Lewes, DE, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $170M 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 $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.
Fee Estimator
Location
17527 Nassau Commons Blvd., Suite 111, Lewes, DE, 19958
Get directionsHistory
Regulatory History (3)
Criminal
April 2019Employment Separation After Allegations
July 2018Criminal
February 2012Other Business ActivitiesSells Insurance
Ryan is a licensed insurance agent in Delaware. This activity is not investment-related.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Sgl Financial, LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Santander Securities LLCBroker
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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.