Erin Ballor is a registered investment advisor at Ryzome Investment Advisors, based in Okemos, MI, with 8 years of industry experience. Erin 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 2 more. Their firm serves 673 clients with $120M 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 $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Ryzome may also charge an annual fixed fee of up to $10,000, billed quarterly in advance. The lower of this fee and of the fee outlined above will be applied. Ryzome may also charge an annual fixed fee of $25, billed annually in arrears, for children/early investors where Ryzome simply maintains the account.
Fee Estimator
Location
4121 Okemos Rd, Suite 24, Okemos, MI, 48864
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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 →Employment History
Current Registrations
Ryzome Investment Advisors
Previous Registrations
Ryzome Investment Advisors
State Registrations1 state
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