RE
CFP
RE
CFP

Ryan Emminger

20 Years of Experience
Raleigh, NC
Sells Insurance

Ryan Emminger is a CFP-designated registered investment advisor at Jme Wealth Management, based in Raleigh, NC, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 32 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$44.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $2.0M0.80%
$2.0M - $3.0M0.70%
$3.0M - $5.0M0.65%
$5M+0.60%

If a sub-adviser is used, additional fees apply, but the combined advisory fee will not exceed 2.00% of assets under management.

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

4801 Glenwood Ave, Suite 200, Raleigh, NC, 27612

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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 ActivitiesSells Insurance

Ryan is an independent insurance agent, selling and servicing fixed insurance products through unaffiliated issuers and agencies since 2022. This activity requires minimal time each month.

Employment History
Current Registrations
Jme Wealth Management
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
January 2008 - July 2018 · 10 yrs 6 mos
Fidelity Brokerage Services LLCBroker
April 2007 - March 2022 · 14 yrs 11 mos
Waddell & Reed, INC.
July 2005 - January 2007 · 1 yr 6 mos
Waddell & Reed, INC.Broker
June 2005 - January 2007 · 1 yr 7 mos
State Registrations3 states
LANCVA
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 Emminger - Financial Advisor | TrueAdvisor