Ryan Vance is a CFA-designated registered investment advisor at Pendulum Wealth Partners, based in Itasca, IL. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 227 clients with $250M 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 $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $12.0M | 0.80% |
| $12.0M - $24.0M | 0.70% |
| $24.0M - $48.0M | 0.60% |
| $48.0M - $96.0M | 0.50% |
| $96M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy client relationships may be charged a higher wealth management fee than described in the tiered schedule above.
Fee Estimator
Location
500 Park Blvd, Ste 1400, Itasca, IL, 60143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pendulum Wealth Partners
State Registrations1 state
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