Brian Ridgeway is a registered investment advisor at Bahl & Gaynor INC, based in Cincinnati, OH, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 889 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202
Get directionsHistory
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 Activities
Brian is an Institutional Portfolio Consultant for BG IS, LLC, focusing on client service and acquisition, dedicating significantly more than full-time hours to discussing and marketing the company's securities. Brian also owns rental property through Yorkshire Ave. LLC, spending minimal time on this activity.
Employment History
Current Registrations
Bahl & Gaynor INC
Quasar Distributors, LLCBroker
Quasar Distributors, LLC
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Highland Capital Funds Distributor, INC.Broker
Ridgeworth Capital Management LLC
Ridgeworth Distributors LLCBroker
Nexbank Securities INCBroker
Highland Capital Funds Distributor, INC.Broker
Oppenheimerfunds Distributor, INC.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.