Ryan Isaac is a CFP-designated registered investment advisor at Dentist Advisors, based in Salt Lake City, UT, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 750 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dentist Advisors' investment management fees have a maximum rate of 1.50% per year, calculated and billed quarterly. The specific rate you pay depends on the agreement you make with them. If a sub-advisor or third-party manager is used, you'll also pay their fees, up to 2.95% annually. Minimum account sizes may apply depending on the portfolio.
Location
6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dentist Advisors
State Registrations3 states
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