Ryan Forsythe is a registered investment advisor at Forsythe Wealth Management, INC., based in Crown Point, IN, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 124 clients with $79M 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 $1.0M | 0.90% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable based on client characteristics. Legacy clients may be subject to different fee schedules.
Fee Estimator
Location
1401 E Greenwood Ave, Ste 200, Crown Point, IN, 46307
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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 the Director of Research at Revelation Investment Research since 2014, selling stock selection models to other investment firms. He provides scores on equity securities but does not offer investment advice to individuals or firms.
Employment History
Current Registrations
Forsythe Wealth Management, INC.
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.
Exams
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