Callie Cox is a registered investment advisor at Ritholtz Wealth Management, based in Charlotte, NC, with 6 years of industry experience. Callie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,076 clients with $7.7B 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
This is the standard fee schedule for Comprehensive Portfolio Management. Fees may vary in certain circumstances and are generally not negotiable. The maximum annual fee charged for non-ERISA 403(b) plans and IRAs for teachers will not exceed 0.40%.
Fee Estimator
Location
1900 South Boulevard, Suite 110, Charlotte, NC, 28203
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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
Callie is the CEO and founder of Callie Cox Media, LLC, a media business established in April 2024 to educate investors. She dedicates a few hours per week to publishing content.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
Etoro USA Securities INC.Broker
Ally Invest Advisors
Ally Invest Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.