RJ
RJ

Ryan Johns

11 Years of Experience
Clinton, IA
Sells Insurance

Ryan Johns is a registered investment advisor at Vital Capital LLC, based in Clinton, IA, with 11 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 100 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$417K average
Assets Under Management
$41.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.75%
$3M+0.50%

The annual fee is negotiable based upon certain criteria.

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

132 6th Avenue South, Clinton, IA, 52732

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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 ActivitiesSells Insurance

Ryan is an insurance agent selling fixed insurance products since 2014, dedicating about a quarter of his time. He is also an attorney doing legal research, trial work, and litigation consultation, spending a few hours per week, and a lead advisor for Vital LLC, spending about 10-20% of his time.

Employment History
Current Registrations
Vital Capital LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Sfg Wealth Advisors, LLC
July 2020 - February 2024 · 3 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
December 2014 - January 2024 · 9 yrs 1 mo
The Strategic Financial Alliance
September 2014 - September 2021 · 7 yrs
State Registrations2 states
FLIA
Advisor

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.