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Marc Rittersporn

Integritt Wealth Management, LLC
42 Years of Experience
Stuart, FL
1 DisclosureSells Insurance
View SEC Summary
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Marc Rittersporn is a registered investment advisor at Integritt Wealth Management, LLC, based in Stuart, FL, with 42 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 54 clients with $67M in assets under management.

Integritt Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$67.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.50%
$3M+1.50%

Fees are negotiable for amounts over $3,000,000. The maximum annual fee assessed will not exceed 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

50 SE Ocean Blvd., Suite 204, Stuart, FL, 34994

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marc is an independent insurance agent licensed to sell life, health, and fixed annuities, though he currently spends no time on this activity. He is also a co-owner of Energize Alarms, a non-investment related alarm monitoring company, and the managing member of Integritt Realty, LLC, a property holding company, spending minimal time on the latter. Marc is also the HOA board president for The Esplanade of Downtown Stuart.

Employment History
Current Registrations
Integritt Wealth Management, LLC
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - October 2014 · 11 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2014 · 11 yrs 3 mos
Prudential Securities Incorporated
September 2000 - July 2003 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
September 2000 - July 2003 · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
May 1996 - October 2000 · 4 yrs 5 mos
Smith Barney INC.Broker
July 1993 - May 1996 · 2 yrs 10 mos
Lehman Brothers INC.Broker
August 1992 - July 1993 · 11 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1990 - August 1992 · 2 yrs
Dean Witter Reynolds INC.Broker
April 1988 - August 1990 · 2 yrs 4 mos
Shearson Lehman Hutton INC.Broker
February 1988 - July 1988 · 5 mos
E. F. Hutton & Company INCBroker
June 1986 - February 1988 · 1 yr 8 mos
Pruco Securities CorporationBroker
August 1983 - May 1986 · 2 yrs 9 mos
State Registrations3 states
FLNCNY
Advisor

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.

Exams
No exam information available for this advisor.
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