Ryan Wharton is a CFP-designated registered investment advisor at Cwa Asset Management Group, based in Saint Johns, FL, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 1,976 clients with $4.5B 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 $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Fees are negotiable. Certain legacy clients pay up to 1.75% on the first $1M and 1.25% on assets between $1M and $10M. Specialized strategies like the Capital Tax Advantage Strategy incur an additional 0.25% annual fee.
Fee Estimator
Location
Saint Johns, FL
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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 Activities
Ryan is a managing member of Sandbox Capital LLC, a real estate and special situation investing holding company, dedicating minimal time. He also serves as a non-compensated director for the Jacksonville Area Golf Association, spending minimal time helping with strategic direction.
Employment History
Current Registrations
Cwa Asset Management Group
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cx Institutional, LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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
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