Debra Rosenthal-Ritter
Debra Rosenthal-Ritter is a CFP-designated registered investment advisor at Retirement Management Systems, based in Angleton, TX, with 37 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,032 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMS offers two investment management services:
- Savings Plan Management: RMS manages investments within your 401(k) or similar retirement plan. The fee is a flat dollar amount ($100-$2,500 per year) or a percentage of your account (0.10% to 0.85% per year). The exact fee is negotiated with your Investment Advisor Representative.
- Portfolio Management: RMS manages investment portfolios outside of retirement plans. The maximum annual fee is 2.50% of the value of your account, charged quarterly in advance.
Location
221 North Velasco Street, Angleton, TX, 77515
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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 ActivitiesSells Insurance
Debra owns rental property. She is also an independent representative with various insurance carriers for fixed insurance business and sells home care services plans.
Employment History
Current Registrations
Retirement Management Systems
Previous Registrations
Geneos Wealth Management, INC.Broker
Cg Advisory Services
Wfg Investments, INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
H.D. Vest Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.