Jay Tini is a registered investment advisor at Ritholtz Wealth Management, based in New York, NY, with 24 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,076 clients with $7.7B 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
This is the standard fee schedule for Comprehensive Portfolio Management. Fees may vary in certain circumstances and are generally not negotiable. The maximum annual fee charged for non-ERISA 403(b) plans and IRAs for teachers will not exceed 0.40%.
Fee Estimator
Location
24 West 40th Street, 15th Floor, New York, NY, 10018
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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
Jay owns three rental properties in Charlotte, NC since 2005, dedicating minimal time to them. He is also an authorized agent for his spouse and parent's investments since 2011, spending minimal time on each.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
Vanguard Marketing CorporationBroker
Alliancebernstein Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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