Fuhrmann Capital LLC
About
Ryan has nearly 25 years of experience in the investment field and focuses on developing close working relationships with his clients to help them attain their financial goals. He seeks a comprehensive understanding of client return objectives, risk tolerances, liquidity needs, investment time horizons, tax profiles, retirement goals and estate planning needs. Ryan stands apart from the industry in that he emphasizes performance and fees as important topics for his clients consider.
Specialties
Comfort with finances
Career stage
Annual income
Service type
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I seek a a comprehensive understanding of client return objectives, risk tolerances, liquidity needs, investment time horizons, tax profiles, retirement goals and estate planning needs.
What education and/or training do you have that relates to your work?
I have an undergraduate degree (U-Wisconsin @ Madison) and graduate degree (U-Texas @ Austin) in business, and am a Chartered Financial Analyst (CFA) charterholder
Do you have a standard pricing system for your services? If so, please share the details here.
Fees are generally 1% of assets under management for stocks, and 0.5% for bonds (annual rate, charged quarterly). I have an agreement that lays out these fees in further detail.
How did you get started in this business?
I took a class entitled Security Analysis while an undergrad, and have been hooked ever since that!
What types of customers have you worked with?
Primarily individuals with a varying level of savings (young people to retired people). I work with many business owners, and some 401(k) plans.
Describe a recent event you are fond of.
Buying Bausch Health Companies ($BHC) below $10 per share!
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask what services they provide, and what their fees are. Also ask who they prefer as the custodian for your assets.
What questions should customers think through before talking to pros about their needs?
Look at your savings goals, and see how an advisor would suggest helping you meet those goals,