Jennifer Ritorto
Jennifer Ritorto is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 20 years of industry experience. Jennifer 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 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
3630 Peachtree Rd, Ne, Ste 250, Atlanta, GA, 30326
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Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Jennifer is a dance teacher at N GA School of Ballet and the chairperson of 100 Days of Giving for Acorn to Oaks Foundation, each taking minimal time. Jennifer is also a co-owner of Kenntorto LLC, which holds real estate property.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations22 states
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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