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Michael Ritger

12 Years of Experience
Jupiter, FL

Michael Ritger is a registered investment advisor at Fortuna Investors LLC, based in Jupiter, FL, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
54 clients
Average Client Portfolio
$365K average
Assets Under Management
$19.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

13641 159th St N, Jupiter, FL, 33478

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a managing member of E&M Sidecar LLC, which provides non-financial services like marketing and writing. He dedicates about 10-20% of his time to this business, and is also the manager of Fortuna Diversified Quant LP.

Employment History
Current Registrations
Fortuna Investors LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
The Research Works, INC.
January 2004 - November 2005 · 1 yr 10 mos
State Registrations3 states
CAFLTX
Advisor

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.
Michael Ritger - Financial Advisor | TrueAdvisor