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The Ryan Group Portfolio Design LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$932,715
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The Ryan Group Portfolio Design LLC provides ongoing investment management and separate consultation services to individuals, families, trusts, estates and business entities. In addition to portfolio management, the firm offers tax-planning consultations and, when requested by clients, annual 1040 preparation as part of its engagements.
The firm emphasizes individualized portfolio construction grounded in fundamental analysis, working with clients to develop investment policy documentation, target asset allocations and monitoring processes; ongoing management is discretionary within any client-set parameters. It offers asset-based management for ongoing relationships and also provides hourly consultation services for limited-scope projects, while requiring client participation in data gathering and periodic reviews.
Unlike many investment managers that primarily serve pooled or institutional assets, the firm manages a relatively small book—approximately $932,715 across five discretionary individual accounts—and routinely works with non‑high‑net‑worth individual clients. The advisor combines investment advice with fee-for-service tax work, allows clients to impose written investment restrictions and generally relies on custodial statements rather than issuing proprietary regular portfolio reports; it does not vote proxies.
Client services
Portfolio management
General consults, tax prep, and business consultation services
General consults, tax prep, and business consultation services
Expertise
General tax planning
Cash flow / budgeting
Retirement income strategy
Fee options
$50,000 - $100,000: 0.98% annually $100,001 - $500,000: 0.92% annually $500,001+: 0.80% annually
$100 - $150 per hour for consultation services, rate agreed upon at engagement.
Account minimum: $50,000 Fee-only: Asset-based management fee or hourly consultation fees only; no commissions or sales charges accepted.
Main office location
The Ryan Group Portfolio Design LLC
Harbor Springs MI, United States
Number of offices
1
Most active in
The Ryan Group Portfolio Design LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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