Ryan Stevens is a CFA-designated registered investment advisor at Kutscher Benner Barsness & Stevens, INC., based in Seattle, WA, with 14 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 185 clients with $630M in assets under management.
Compensation
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Fee Structure
KBBS's standard fee arrangement covers financial planning services and monitoring of accounts. KBBS applies a standard schedule to a client’s investment portfolio and then adjusts as appropriate. KBBS also provides some clients with a more limited scope engagement, which typically focuses less on financial planning and more on investment advice, charging clients 0.7% of the investment portfolio. In cases where the family relationship exceeds $5 million, a limited scope engagement may be charged 0.5% of the investment portfolio.
Location
1201 Western Ave, Suite 600, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kutscher Benner Barsness & Stevens, INC.
State Registrations1 state
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