Matthew Ritt is a CFP-designated registered investment advisor at Kinwell LLC, based in Charleston, SC, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 134 clients with $190M 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 | 0.90% |
| $2.0M - $5.0M | 0.68% |
| $5M+ | 0.50% |
Fees are generally negotiable. Business entity accounts invested in money market instruments and low-duration bonds are subject to an annual management fee of 0.45%.
Fee Estimator
Location
1630 Meeting St, Suite 203, Charleston, SC, 29405
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 →Employment History
Current Registrations
Kinwell LLC
Previous Registrations
Questis
Questis Portfolio Partners, LLC
Questis
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations6 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.