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Ryan Fause

23 Years of Experience
Redbank, NJ

Ryan Fause is a registered investment advisor at Withum Wealth Management, based in Redbank, NJ, with 23 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, Insurance Planning, and 3 more. Their firm serves 798 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
798 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual investment advisory fees generally range between 0.50% and 1.25% based on assets under management, portfolio composition, and scope of services. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

47 Reckless Place, Redbank, NJ, 07701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is the owner and managing partner of F2 Capital Group and Harbor Capital Group, both real estate investment vehicles created for personal investment. This activity requires minimal time.

Employment History
Current Registrations
Withum Wealth Management
September 2011 - Present · 15 yrs 1 mo
Pinnacle Associates, LTD.
October 2002 - Present · 24 yrs
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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