Ryan Berman is a registered investment advisor at Chesapeake Asset Management LLC, based in New York, NY, with 13 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 138 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a client-by-client basis based on complexity, asset size, and other factors. Alternatives advisory services range from 0.40% to 1.00% per annum.
Fee Estimator
Location
126 E 56th St, Suite 410, New York, NY, 10022-3613
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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 →Employment History
Current Registrations
Chesapeake Asset Management LLC
Previous Registrations
Cherry Lane Capital LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations6 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.
Exams
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