Advisor at Ritholtz Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ritholtz Wealth Management
Location
Princeton, WV
Credentials
CFP®, Series 65
Industry experience
4 years
Flat fee of up to $1,000,000 assessed annually for Comprehensive Portfolio Management clients who select flat fee billing; College Financial Planning fees up to $4,000
$0 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.65% $20,000,000 - $49,999,999: 0.45% $50,000,000+: 0.35%
Minimum fee: Flat fee of up to $1,000,000 annually for Comprehensive Portfolio Management clients who choose flat fee billing Fee-only: Flat fee for College Financial Planning services up to $4,000; reduced 25% for existing clients
Ritholtz Wealth Management
2025 - Present (1 year)
Mercer Global Advisors Inc.
2024 - 2025 (1 year)
Mercer Global Advisors Inc.
2023 - 2024 (1 year)
Mercer Global Advisors Inc.
2022 - 2023 (1 year)
Harrison & Company Wealth Management, LLC
2021 - 2022 (1 year)
Ridgetop Research
2019 - 2021 (2 years)
Student
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Bluefield, VA
Edward Jones
Series 63, Series 65
Princeton, WV
4 Seasons Advisors
Series 63, Series 65
Princeton, WV
4 Seasons Advisors
Series 66
Bluefield, VA
D.A. DAVIDSON & Co.
CFP®, Series 63, Series 65
Bluefield, VA
D.A. DAVIDSON & Co.
Series 66
Bluefield, WV
Calton & Associates, Inc.
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