Anthony Isola is a registered investment advisor at Ritholtz Wealth Management, based in Stony Brook, NY, with 4 years of industry experience. Anthony 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
Stony Brook, NY
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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
Anthony is a writer and blogger for A TeachableMoment/Teacher Money Matters since 2013. This investment-related activity takes minimal time.
Employment History
Current Registrations
Ritholtz Wealth Management
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.