MR
MR

Matthew Ritter

26 Years of Experience
Ft Walton Beach, FL
1 DisclosureBroker

Matthew Ritter is a registered investment advisor at Edward Jones, based in Ft Walton Beach, FL, with 26 years of industry experience. Matthew 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 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

238 Miracle Strip Pkwy SW, Ste 101, Ft Walton Beach, FL, 32548

Get directions

History

Regulatory History (1)
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.
Customer Dispute
March 2015
Denied
Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 8 mos
Edward JonesBroker
October 2000 - Present · 26 yrs
Previous Registrations
Pruco Securities CorporationBroker
February 2000 - September 2000 · 7 mos
State Registrations27 states
ALCACOCTFLGAILINKYLAMDMOMSNCNENMNVNYOHOKPAPRTNTXVAWAWY
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.