Ryan Forsythe is a registered investment advisor at Forsythe Wealth Management, INC., based in Crown Point, IN, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 124 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
The investment management fee charged is subject to negotiation with each client based on the client’s characteristics and may differ from client to client. Legacy clients may be subject to a fee schedule that differs from the above stated fee schedule, based on the investment management agreement signed at time of engagement.
Fee Estimator
Location
1401 E Greenwood Ave, Ste 200, Crown Point, IN, 46307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is the Director of Research at Revelation Investment Research since 2014, selling stock selection models to other investment firms. He provides scores on equity securities but does not offer investment advice to individuals or firms.
Employment History
Current Registrations
Forsythe Wealth Management, INC.
State Registrations2 states
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