Advisor at Forthright Capital
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Firm
Forthright Capital
Location
Cathedral City, CA
Credentials
Series 63, Series 65
Industry experience
8 years
Ryan Berkowitz is a financial advisor with Forthright Capital Advisory in Cathedral City, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Secure Investment Management, Capstone Partners, and Southport Capital. Berkowitz is also involved with Forthright Capital Partners, LLC, an affiliated insurance agency. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, incorporating Modern Portfolio Theory alongside fundamental and technical analysis, and offers a variety of engagement formats including subscription-based planning.
Based on Forthright Capital
Based on Forthright Capital
Project-Based Financial Planning: $2,000 to $10,000 fixed fee, negotiable
$0 - $1,000,000: 2.25% $1,000,001 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.50% $10,000,001+: Negotiable
$300 per hour for financial planning engagements, negotiable
Ongoing Financial Planning: $250 per month, paid monthly in arrears
Minimum fee: Annual $75 tech fee for accounts over $1,000; max $150 per household Fee-only: Ongoing Financial Planning: $1,000 upfront plus $250/month; Project-Based Planning: $2,000–$10,000 fixed fee; Hourly Planning: $300/hour
Cathedral City, CA
California · Washington
Forthright Capital Advisory
2024 - Present (2 years)
Forthright Capital Partners, LLC
2024 - Present (2 years)
Secure Investment Management
2023 - 2024 (1 year)
Capstone Partners
2022 - 2023 (1 year)
The Firm Commercial
2022 - 2023 (1 year)
Marco
2021 - 2023 (2 years)
Southport Capital
2019 - 2022 (3 years)
Blaze Renewables LLC
2019 - 2022 (3 years)
Symmetry Financial
2019 - 2019 (1 year)
JP Morgan Chase Bank
2017 - 2017 (1 year)
JP Morgan Securities, LLC
2017 - 2017 (1 year)
Self-Employed (Lyft/Uber)
2016 - 2019 (3 years)
Valic Financial Advisors
2016 - 2016 (1 year)
Spherion
2016 - 2016 (1 year)
Unemployed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Series 63, Series 65
Palm Springs, CA
Anthony J. Mancini, I.A.
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