Brendan Ryan is a CFA-designated registered investment advisor at Algorithmic Investment Models, based in Boston, MA, with 13 years of industry experience. Brendan 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 257 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Actual fees will vary, and some fees could be waived depending on the agreement with the client.
Fee Estimator
Location
125 Newbury St, 4th Floor, Boston, MA, 02116
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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
Brendan serves as a board member on the DWS RIA Advisory Board, networking and sharing ideas within the RIA community since the Summer of 2020. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Algorithmic Investment Models
Previous Registrations
Beaumont Financial Partners LLC
State Registrations1 state
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