Ritter Wealth Counsel provides investment advisory and financial advisory services to high net worth individuals and families. Ritter structures portfolios to meet client goals and risk tolerance, primarily using mutual funds and exchange-traded funds. Ritter also provides financial planning services such as tax planning, education planning, and estate planning. Ritter does not sell financial products or receive commissions.
Assets Under Management$67M
Clients19
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.60% |
| $6.0M - $21.0M | 0.40% |
| $21M+ | 0.30% |
Minimum quarterly fee of $2,500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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