RP
RP

Ryan Payne

18 Years of Experience
New York, NY

Ryan Payne is a registered investment advisor at Payne Capital Management, LLC, based in New York, NY, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,030 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,030 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)

Payne Capital Management manages investments for an annual fee based on a percentage of the value of your portfolio. The fee ranges from 0.40% to 1.00% per year. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and how many meetings you need. Fees are calculated quarterly, in advance.

Loading...

Location

231 West 29th Street, Suite 1002, New York, NY, 10001

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Payne Capital Management, LLC
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Keeter Payne Capital Management, LLC
October 2013 - August 2014 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - January 2005 · 3 yrs
State Registrations2 states
NYTX
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.
Ryan Payne - Financial Advisor | TrueAdvisor