Craig Ritter is a CFP-designated registered investment advisor at Continuum Wealth Management, LLC, based in Greenville, SC, with 17 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21 clients with $37M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Continuum Wealth Management typically has a minimum account size of $1,000,000 and an annual fee of $10,000. Continuum Wealth Management, in its sole discretion, may reduce the minimum fee and/or charge a lesser investment advisory fee based upon certain extenuating factors (e.g. family members, business associates, groups of clients hiring advisor at one time, etc.). Current Clients under previous contracts may have a lower fee than the fee schedule above. Fees are not negotiable.
Fee Estimator
Location
Greenville, SC
Get directionsHistory
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
Continuum Wealth Management provides administrative, non-advisory services to other financial advisory firms. This activity is not investment-related and the filing does not specify how much time Craig dedicates to it.
Employment History
Current Registrations
Continuum Wealth Management, LLC
State Registrations2 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.