Matthew Lohrius is a CFP-designated registered investment advisor at Ritholtz Wealth Management, based in New York, NY, with 12 years of industry experience. Matthew 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
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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
Matthew plays drums in a band called "Somethin Fresh" since 2016. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
Vanguard Marketing CorporationBroker
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
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