Ritholtz Wealth Management provides comprehensive investment management, financial planning, automated advisory services, retirement plan consulting, and college financial planning. Founded in 2013 and led by Josh Brown, the firm focuses on capital preservation, risk management, asset allocation, and behavioral economics. Through services like Comprehensive Portfolio Management and online platforms such as Good Advice and Liftoff, Ritholtz Wealth Management builds diversified portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. The firm tailors its services to individual client needs and allows reasonable investment restrictions, managing billions of dollars in client assets. In addition to personal wealth management, Ritholtz Wealth Management offers specialized consulting for retirement plans and college financial planning to help families navigate education funding and financing options.
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%.