MR
MR

Michael Dennis Louis Ryan

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
755 clients
Average Client Portfolio
$352K average
Assets Under Management
$265.8M

Fee Structure

Minimum Investment:$60K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5M+0.50%

Advisory fees may be negotiated at the sole discretion of the Advisor.

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

1177 N.E. Loop 410, 5th Floor, San Antonio, TX, 78209

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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
Broadway Wealth Solutions
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
February 2017 - June 2022 · 5 yrs 4 mos
Cuso Financial Services, L.P.
February 2017 - June 2022 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - January 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - January 2017 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
February 2014 - April 2015 · 1 yr 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.