RD
RD

Ryan Dusenberry

4 Years of Experience
Federal Way, WA

Ryan Dusenberry is a registered investment advisor at American Northwest Advisory Services L.L.C., based in Federal Way, WA, with 4 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 204 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$168K average
Assets Under Management
$34.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.65%

Current client relationships may exist where the fees are higher or lower than the fee schedule above and may be negotiable.

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

1010 S. 336th St., Suite 215, Federal Way, WA, 98003

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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
American Northwest Advisory Services L.L.C.
December 2021 - Present · 4 yrs 4 mos
Previous Registrations
AXA Advisors, LLCBroker
December 2017 - January 2018 · 1 mo
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.