Ryan Morse
Ryan Morse is a registered investment advisor at Jersey Shore Portfolio Management, LLC, based in Point Pleasant, NJ, with 17 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 53 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jersey Shore Portfolio Management (JSPM) offers investment management services where fees range from 0.50% to 2.75% annually, depending on the size and complexity of the client relationship. Clients can choose to pay fees monthly in advance or daily. JSPM also offers Actively-Managed Strategies with fees ranging from 0.50% to 2.00% annually, depending on the strategy, size, and whether the investor is investing directly through JSPM or through another advisor. A performance-based incentive fee may also apply to certain strategies.
Location
Point Pleasant, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is the founder of Step It Up Consulting, LLC, providing business consulting services. This takes about a quarter of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Jersey Shore Portfolio Management, LLC
Previous Registrations
Brokersxpress LLC
State Registrations4 states
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