Ryan Kitson is a registered investment advisor at Wrk Investments, LLC, based in Solon, OH, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WRK Investments charges a percentage of the value of your investments. For non-managed accounts, where WRK designs and oversees a portfolio but doesn't actively manage the funds, the fee ranges from 0.5% to 1.5% per year. The specific fee schedule will be determined prior to starting services. Fees are calculated based on the market value of your investments on the last day of each billing period.
Location
Solon, OH
Get directionsHistory
Regulatory History (7)
Financial
December 2017Regulatory
November 2017Civil
February 2017Regulatory
April 2016Judgment / Lien
March 2016Judgment / Lien
January 2015Customer Dispute
January 2013Employment History
Current Registrations
Wrk Investments, LLC
Previous Registrations
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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.