Ryan Bartholomew is a registered investment advisor at Focus Partners Wealth, LLC, based in Fairfax, VA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
11325 Random Hills Road, Suite 210, Fairfax, VA, 22030
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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.
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Ryan acts as an agent under power of attorney for David and Barbara Roux since 2013, handling non-Colony Group activities like private investments and personal transactions. Ryan spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
State Registrations3 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.