Ryan
Mcneill
Insight Folios
Answer a few questions and
get matched with an advisor.
About this Advisor
Ryan Mcneill is a financial advisor who works in Fort Gratiot, Michigan with 2 years of relevant experience. Mcneill is on the advisory team at Insight Folios. Over the course of their career, they have held roles at Brookstone Capital Management, Great Lakes Insurance, Ascent Corp, Insight Folios and Legacy Life Financial. Mcneill has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Michigan. Insight Folios is a financial advisory business operating out of Charlotte, NC. It has offices in 10 locations and a total of 14 financial advisors. It manages $259 million in total assets across its 1,490 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,490 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Insight Folios can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Insight Folios Brokerage Details
$258,771,507
14
1,490
$173,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ryan Mcneill Work History
Ryan has been registered as a financial advisor for 2 years.*
Legacy Life Financial
Insight Folios
Brookstone Capital Management
Great Lakes Insurance
Ascent Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Mcneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Folios
Charlotte, NC
Charlotte, NC
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Bozeman, MT
Bedford, NH
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
