Matthew Ritz is a CFA-designated registered investment advisor at Cornerstone Investment Partners, LLC, based in Atlanta, GA, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 268 clients with $2.7B 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 $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Rates shown reflect the small cap schedule, which represents the highest general tier structure. Other strategies have different schedules (e.g., Large Cap starts at 0.60%). Fees are negotiable.
Fee Estimator
Location
3438 Peachtree Rd. Ne., Suite 900, Atlanta, GA, 30326
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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 →Employment History
Current Registrations
Cornerstone Investment Partners, 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
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