Ryan Berg is a CFP, PFS-designated registered investment advisor at Wealth Forward, LLC, based in Fargo, ND, with 14 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, Investment Management, Retirement Planning. Their firm serves 367 clients with $230M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable. Model Portfolio Accounts have lower fees: First $500,000: 1.00%, Next $500,000: 0.90%, Next $1,000,000: 0.80%, Over $2,000,000: 0.65%. There is a separate asset-based brokerage pricing program fee of 0.05% annually, charged by the custodian.
Fee Estimator
Location
2632 47th St S., Suite 107, Fargo, ND, 58104
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Ryan is an independent insurance agent doing business as Ranstrom Financial Planning. He also owns Ryan S. Berg, CPA, a tax preparation business, spending about 10-20% of his time on it during trading hours and a few hours per week after trading hours.
Employment History
Current Registrations
Wealth Forward, LLC
State Registrations1 state
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