Bruce Ritter is a registered investment advisor at Ritter Wealth Counsel, based in San Rafael, CA, with 2 years of industry experience. Bruce 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, Investment Management, and 2 more. Their firm serves 19 clients with $67M 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 $1.0M | 1.00% |
| $1.0M - $6.0M | 0.60% |
| $6.0M - $21.0M | 0.40% |
| $21M+ | 0.30% |
Minimum quarterly fee of $2,500. Fees may be negotiable.
Fee Estimator
Location
25 Mitchell Blvd., Suite 1, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ritter Wealth Counsel
State Registrations1 state
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