Paige Ryan is a CFP-designated registered investment advisor at Northstar Asset Management INC, based in Charlottesville, VA, with 4 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Socially Responsible Investing, and 1 more. Their firm serves 190 clients with $730M 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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees above $25,000,000 are negotiable. Charitable institutions pay a maximum fee of 0.75% for all assets under management.
Fee Estimator
Location
Charlottesville, VA
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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
Paige serves on the Board of Directors for Common Ground Healing Arts. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Northstar Asset Management, INC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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