Ryan Toohers is a registered investment advisor at Carapace Financial Advisors LLC, based in Bedminster, NJ, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $86M in assets under management.
Compensation
Firm Size
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Fee Structure
Carapace Financial Advisors offers investment management for individual clients. The fees typically range from 0.40% to 2.00% of the assets they manage, charged quarterly in advance. The exact fee is negotiated per client, based on the complexity of the strategy and individual circumstances. A lower fee may be charged for a buy-and-hold strategy, while a higher fee may be charged for active trading or investments in options. For Washington State clients only, the management fee may range from 1.25% - 2.00%, which includes a solicitor's fee. Carapace may also charge a fixed fee of $500 per hour.
Location
One Pluckemin Way, Suite 303, Bedminster, NJ, 07921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carapace Financial Advisors LLC
State Registrations3 states
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