Advisor at JME Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JME Wealth Management
Location
Raleigh, NC 27612
Credentials
CFP®, Series 66
Industry experience
20 years
Ryan Emminger is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Fidelity Investments for 15 years before founding JME Wealth Management, an independent advisory firm based in Raleigh, NC. In addition to his advisory work, he is an independent insurance agent involved in fixed insurance sales and service. JME Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm employs a blended investment approach that includes active and passive strategies, core-and-satellite construction, and uses derivatives and hedging techniques within separately managed accounts.
Based on JME Wealth Management
Based on JME Wealth Management
Fixed fee for financial planning ranging from $1,000 to $20,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.60%
$400 per hour, billed in six-minute increments
4801 Glenwood Ave, Suite 200
Raleigh, NC 27612
Louisiana · North Carolina · Virginia
JME Wealth Management LLC
2022 - Present (4 years)
FIdelity Investments
2007 - 2022 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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