Ryan Bowker is a registered investment advisor at Crescent Wealth Advisory, LLC, based in Atlanta, GA, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 62 clients with $87M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees above $50,000,000 are negotiable and dependent on the needs of the client and complexity of the account.
Fee Estimator
Location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339
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 ActivitiesSells Insurance
Ryan is the North American Key Account Manager at Shell PLC, dedicating full-time hours to sales account management. Ryan is also a licensed insurance agent.
Employment History
Current Registrations
Crescent Wealth Advisory, LLC
State Registrations1 state
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.