Kristopher Venne is a CFP-designated registered investment advisor at Ritholtz Wealth Management, based in New York, NY, with 17 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,221 clients with $9.4B 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% |
Standard fee schedule applies to Comprehensive Portfolio Management. Other services have different maximum rates such as Good Advice at 0.75% and Liftoff at 0.50%.
Fee Estimator
Location
24 West 40th Street, 15th Floor, New York, NY, 10018
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
Kristopher is a partial owner of Compound Media, Inc. and RWM Tax LLC, and an owner of Advisors Circle Inc. and Sweet Motion LLC, all of which require minimal time commitment. He also has an ownership interest in OnRamp Invest LLC.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
Wells Fargo Advisors, LLC
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.
Exams
More Advisors
- Patrick Haley, CFPRitholtz Wealth Management
- William Sweet, CFPRitholtz Wealth Management
- Kevin Young, CFPRitholtz Wealth Management
- Matthew Lohrius, CFPRitholtz Wealth Management
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz