Ritholtz Wealth Management offers investment advisory services such as portfolio management and financial planning to individuals and other clients. They create investment plans based on clients' financial situations, goals, and risk tolerance. Ritholtz may use exchange traded funds, mutual funds, individual stocks or bonds, or other securities. They also offer online platforms like Good Advice and Liftoff for automated investment management.
Assets Under Management$7.7B
Clients4,076
Advisors54
Avg. per Client$1.9M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
54 Advisors at this firm
Page 1 of 3