Ryan Michaelis is a CFP, ChFC-designated registered investment advisor at B&e Investment Advisers, INC., based in Wayzata, MN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
B&E Investment Advisers typically charges 1% annually for managing your investments, billed at 0.25% per quarter. However, when using a third-party money manager like Valmark Advisers, the total fee you pay will be the sum of B&E's advisory fee and the third-party manager's program fee. For example, with Valmark's TOPS or ACCESS Plus programs, the total fee is 1.25% annually on the first $1,000,000 and 1.20% on amounts above that. B&E has the discretion to negotiate any B&E fees.
Location
282 E. Wayzata Blvd.,, Wayzata, MN, 55391-1621
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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.
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Ryan is a Vice President at B&E Investment Advisers, Inc. and B&E Pension Advisers, Inc., providing financial planning and working with clients' 401(k)s, respectively. These activities take about a quarter of Ryan's time and a few hours per week, respectively.
Employment History
Current Registrations
B&e Investment Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations6 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.