Kristen Ritter is a registered investment advisor at Abundant Wealth Partners, LLC, based in Santa Barbara, CA, with 3 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 55 clients with $100M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Minimum asset level of $1,000,000 or a minimum annual fee of $10,000 typically required, but may be waived. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
4961 La Gama Way, Santa Barbara, CA, 93111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abundant Wealth Partners, LLC
State Registrations1 state
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