Ryan Kruger is a CFA-designated registered investment advisor at 10elms LLP, based in Tulsa, OK, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $120M 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 $500K | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Tulsa, OK
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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
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.
Employment History
Current Registrations
10elms LLP
Previous Registrations
Capital One Investing, INC.
Khp Capital LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Sws Financial ServicesBroker
State Registrations2 states
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