Richard Ritter is a registered investment advisor at Retirement Plans, INC., based in Westerville, OH, with 8 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 268 clients with $250M 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 $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
For Retirement Plans, fees range from 0.10% to 0.70%.
Fee Estimator
Location
124 Dorchester Square, Suite B, Westerville, OH, 43081
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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 Activities
Richard owns A.A.E.H Investments, LLC, formed in 2017 to hold commercial real estate property, and acts as the landlord for RPI. He is also a Tour Director for Columbus Local Tour of US Kids and the New Albany High School Girls Varsity Golf Coach.
Employment History
Current Registrations
Retirement Plans, INC.
State Registrations1 state
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