| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 1.25% |
Accounts of members of the same household may be aggregated.
Tulsa, OK
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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 →Ryan is on the investment and risk committees for the London Business School Endowment and serves on the governing body of LBS, dedicating minimal time to these voluntary roles. He also provides consulting to start-up companies in the UK and US, taking up minimal time and not conflicting with his advisory role.