Ross Riskin is a PFS-designated registered investment advisor at Riskin Wealth Management, LLC, based in Newtown, CT, with 6 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 16 clients with $13M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
33 Main Street, Unit 2, Newtown, CT, 06470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ross is an owner and Vice President of Riskin & Riskin, PC, and spends a few hours per week on this. He also owns and is the Chief Creative Officer of visiWealth, LLC, dedicating a few hours per week, and serves on the Advisory Council for the American Institute of Certified College Financial Consultants and works as a Senior Strategy Advisor for the Investments & Wealth Institute, each taking a few hours per week.
Employment History
Current Registrations
Riskin Wealth Management, LLC
State Registrations1 state
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