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Ryan McNeill

Insight Folios

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About Ryan McNeill

Ryan McNeill is an Investment Advisor Representative with Insight Folios. Ryan is also an insurance producer at Legacy Life Financial. Ryan holds the Series 65 license and has been in the industry since 2013. Ryan has experience in providing financial planning, pension consulting and selection of other advisors. Ryan is registered to provide investment advisory services in Michigan. Ryan is affiliated with Insight Folios, which is a Registered Investment Advisor (RIA). Insight Folios manages approximately $278,962,240 in assets.

Firm Information

Ryan McNeill is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan McNeill’s Registration & Firm History

MI

01/01/2025 - Present

Insight Folios (FORT GRATIOT MI)

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Licenses & Designations

IA

Issued 02/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan McNeill.
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