Joel Fishman is a registered investment advisor at Ritholtz Wealth Management, based in Bend, OR, with 15 years of industry experience. Joel 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
Bend, OR
Get directionsHistory
Regulatory History (1)
Civil Bond
October 2011Other Business Activities
Joel is the managing member and sole owner of Goldberg, LLC, which provides office resources for west coast operations. He is also involved with Graham Street Compound, LLC, focusing on real estate, and VFISHMAN RD, LLC, providing consulting for agricultural and irrigation services companies, dedicating minimal time to each.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
Rosenbaum Financial
Ameritas Investment CORP
Sii Investments, INC.
Sii Investments, INC.
Integrative Capital, LLC
Paulson Investment Company, INC.
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.