Ryan Allen is a CFA, CFP-designated registered investment advisor at Financial Advisory Corporation, based in Grand Rapids, MI, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 293 clients with $1.1B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | Included |
Assets over $100 million have custom fee schedules. Some clients have been subject to a previous annual minimum fee which was in effect at the time they entered into an advisory relationship with us. Discounts are normally provided for charities and non-profit organizations.
Fee Estimator
Location
4251 Cascade Road S.E., Grand Rapids, MI, 49546
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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 →Employment History
Current Registrations
Financial Advisory Corporation
Previous Registrations
City National Rochdale
Ambs Investment Counsel LLC
State Registrations2 states
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
Additional Information
Ryan is a Michigan native and proud to call Grand Rapids home for himself, his wife Rebekah, and two children. They enjoy every season, with family ski trips up north and summers at the beach or in Leelanau County. Along with his son, Ryan is a competitive cyclist and regular fixture at many of the mountain biking and cyclocross races held across the state.