RG
RG

Ryan Gwinn

14 Years of Experience

Ryan Gwinn is a registered investment advisor at N1 Advisors, based in Newark, DE, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 201 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
201 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$393.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

N1 Advisors may negotiate special fee arrangements where it deems appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

131 Continental Drive, Suite 206, Newark, DE, 19713-0000

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
N1 Advisors
November 2013 - Present · 12 yrs 5 mos
Previous Registrations
M Holdings Securities, INC.Broker
March 2012 - April 2023 · 11 yrs 1 mo
State Registrations1 state
DE
Advisor

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Exams
No exam information available for this advisor.