Benjamin Carlson
Benjamin Carlson is a CFA-designated registered investment advisor at Ritholtz Wealth Management, based in Grand Rapids, MI, with 3 years of industry experience. Benjamin 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
Grand Rapids, MI
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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 ActivitiesSells Insurance
Benjamin is a partial owner of RWM Insurance Services LLC, an affiliated insurance agency, and RWM Tax LLC, which provides tax planning and preparation services. He also has ownership stakes in several investment-related companies including Compound Media, Advisors Circle Inc., Sweet Motion LLC, and OnRamp Invest LLC, and is paid by Virtus Investment Partners for content creation, but dedicates minimal time to these activities.
Employment History
Current Registrations
Ritholtz Wealth Management
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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