Ryan Forster
Ryan Forster is a CFP-designated registered investment advisor at Newedge Advisors, based in Overland Park, KS, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
7200 W 132nd Street, Suite 190, Overland Park, KS, 66213
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Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Ryan conducts advisory services through NewEdge Advisors, LLC, dedicating full-time hours to this activity. He also provides fixed life, disability, and long-term care insurance products and is a partner overseeing financials/operations for E Social, a real estate and social club, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Engage Wealth Advisors, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.