Ryan Mc Neill
Advisor at Insight Folios
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning fixed fees ranging from $2,500 to $5,000
$0 - $999,999: 2.59% $1,000,000 - $1,999,999: 2.45% $2,000,000 - $4,999,999: 2.30% $5,000,000+: Negotiated
Certain supervised persons licensed to accept compensation for sale of investment products; commissions are not primary compensation and advisory fees are not reduced to offset commissions
Financial planning hourly fees at $250 per hour
Fee-only: Financial planning fixed fees typically $2,500 to $5,000; hourly fees $250/hour for 8-20 hours; ERISA plan advisory fees 0.25% - 0.75% of plan assets, negotiable
Work history
Legacy Life Financial
2022 - Present (4 years)
Insight Folios
2021 - Present (5 years)
Brookstone Capital Management
2018 - 2021 (3 years)
Great Lakes Insurance
2013 - 2022 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Robert W
Series 66
Port Huron, MI
Edward Jones
Nicholas C
Series 66
Port Huron, MI
Edward Jones
Joseph L
Series 66
Marysville, MI
Edward Jones
Bailey S
Series 66
Port Huron, MI
SPC
Todd S
ChFC®, Series 63, Series 65
Lakeport, MI
SPC
Michael G
CFP®, Series 63, Series 65
Port Huron, MI
Mariner Independent
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