Joseph Ritterhouse
Joseph Ritterhouse is a registered investment advisor at Planmember Securities Corporation, based in Universal City, TX, with 28 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
25 Meadowland, Universal City, TX, 78148
Get directionsHistory
Regulatory History (2)
Criminal
January 1991Criminal
November 1990Other Business ActivitiesSells Insurance
Joseph is an agent/owner at Ritterhouse & Assoc, involved in insurance sales and marketing since 1998, taking nearly full-time during trading hours. He is also an agent at Combined Benefit Group since 2018, selling group insurance benefits, dedicating about 10-20% of his time, and a few hours per week during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Donahue Securities, INC.Broker
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
State Registrations4 states
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
More Advisors
- John Grigsby, CFPFirst Command Advisory Services