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Joseph Ritterhouse

28 Years of Experience
Universal City, TX
2 DisclosuresBrokerSells Insurance

Joseph Ritterhouse is a registered investment advisor at Planmember Securities Corporation, based in Universal City, TX, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Meadowland, Universal City, TX, 78148

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History

Regulatory History (2)
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.
Criminal
January 1991
Final Disposition
Criminal
November 1990
Final Disposition
Other 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
June 2006 - Present · 20 yrs 3 mos
Planmember Securities CorporationBroker
May 2006 - Present · 20 yrs 4 mos
Previous Registrations
Esi Financial Advisors
October 2004 - May 2006 · 1 yr 7 mos
Equity Services, INC.Broker
March 2001 - May 2006 · 5 yrs 2 mos
Donahue Securities, INC.Broker
July 2000 - February 2001 · 7 mos
Conseco Securities, INC.Broker
August 1998 - August 2000 · 2 yrs
Conseco Financial Services, INC.Broker
December 1997 - August 1998 · 8 mos
State Registrations4 states
ILLANMTX
AdvisorBrokerBoth

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.
Joseph Ritterhouse - Financial Advisor | TrueAdvisor