Ryan Conlin is a CFP-designated registered investment advisor at Iam Advisory LLC, based in Easton, PA, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,591 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAM Advisory's wealth management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. There is a $250 minimum annual fee. Fees are based on the average daily balance of assets under management and are paid monthly.
Location
137 North Second Street, Easton, PA, 18042
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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 ActivitiesSells Insurance
Ryan is the owner of a sole proprietorship and is life, health, and accident licensed. He reviews client needs and recommends life insurance, long-term care, and disability income products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Iam Advisory LLC
Previous Registrations
Investment Advisors Asset Management, LLC
Royal Alliance Associates, INC.Broker
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.