Advisor at Broadpark Advisors, LLC
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Firm
Broadpark Advisors, LLC
Location
Charlottesville, VA 22901
Credentials
CFP®
Industry experience
4 years
Ryan Daley is a CFP® professional with four years of experience at Broadpark Advisors, LLC and over a decade as a partner at Kamke & Daley LLP, a tax-focused accounting firm. He combines his financial planning credentials with his CPA background in tax, working primarily with individual clients and employee benefit plans. Broadpark Advisors is a single-advisor independent registered investment adviser that offers discretionary portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and options, and integrates accounting expertise through its affiliation with an accounting firm.
Based on Broadpark Advisors, LLC
Fixed fees ranging from $600 to $2,500 per year for portfolio management; $1,000 to $2,500 for financial planning and consulting.
0.30% to 1.00% annually (negotiable and based on individual client basis)
Hourly fees billed at $250 per hour for portfolio management and financial consulting services.
Minimum fee: Fixed fees for portfolio management typically range from $600 to $2,500 per year, billed quarterly. Fee-only: Fixed fees ranging from $1,000 to $2,500 and hourly fees at $250 per hour for stand-alone financial planning and consulting services.
2119 Berkmar Dr, Ste C
Charlottesville, VA 22901
New York · Virginia
Broadpark Advisors, LLC
2021 - Present (5 years)
Kamke & Daley LLP
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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