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 278 clients with $220M 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% |
Fees may be discounted or negotiated in special circumstances.
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
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
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