Ritholtz Wealth Management

Wealth Management Firm in Kings County, NY

Firm Info
Address: 24 W 40th St, New York, NY 10018, USA
Phone: (212) 625-1200

Firm Size
Assets Under Management: $2.7 billion
# of Advisors: 26
# of Clients: 5,281
Client to Advisor Ratio: 203:1
Average Account Size: $512,684
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ritholtz Wealth Management Overview

RITHOLTZ WEALTH MANAGEMENT is a Fee Only investment advisory firm established in 2013. The firm is headquartered in New York, NY, and has been providing investment advice to individuals, businesses, and institutional clients. The firm offers financial planning, portfolio management, and pension consulting services alongside automated advisory services under the name LIFTOFF. RITHOLTZ WEALTH MANAGEMENT strives to establish a strong relationship with the clients by offering tailored investment plans, accurate investment advice, and a better understanding of their financial goals. The firm's investment philosophy is grounded in deep financial research, risk mitigation, and portfolio diversification. The firm's talented team of financial advisors provides exceptional client service, making use of cutting-edge technology to create investment strategies that match the client's objectives, risk tolerance, and financial goals. RITHOLTZ WEALTH MANAGEMENT also offers selection services, which allow clients to pick the best advisors for their specific needs. Overall, RITHOLTZ WEALTH MANAGEMENT is an investment advisory firm that has proven to be able to provide consistent and top-quality investment advice since it was established in 2013. The firm offers a comprehensive array of financial services to clients, including financial planning, portfolio management, pension consulting and automated advisory services under LIFTOFF. The firm is committed to providing tailored advice to each client to help them achieve their financial goals and objectives.

Ritholtz Wealth Management is a comprehensive financial planning firm that offers a wide range of services to clients of various backgrounds and financial situations. The firm caters to individuals seeking to grow their wealth, as well as high net worth individuals who require more specialized services. Ritholtz Wealth Management also serves pension or profit sharing plans and charitable organizations, further expanding their client base to those seeking sound financial advice in various sectors. Additionally, the firm provides services to state or municipal government entities as well as other corporation types that may not be listed. Ritholtz Wealth Management offers flexible fee structures to meet the needs of their diverse clientele. Clients can choose from several fee structures depending on the service provided. One popular option is a percentage of assets under management (AUM). This fee structure allows clients to pay a percentage of the total amount of assets managed by the firm, providing a proportional fee that is tied to performance. Hourly fees are also available for clients who prefer to pay for the time spent on their account rather than a percentage of total assets. Fixed fees are another option, and these fees remain constant regardless of the assets under management. All fee structures are designed to provide clients with a clear and transparent understanding of the cost of services provided by Ritholtz Wealth Management.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for RITHOLTZ WEALTH MANAGEMENT's Comprehensive Portfolio Management service is $1,000,000 as stated in their Part 2 Brochure note about investment minimums. However, the firm may group related client accounts to meet the minimum requirement, and the minimum account size may be negotiable for legacy clients, clients who are expected to exceed the account minimum shortly, and in other circumstances.

How This Office Can Help Kings County, NY Residents

Ritholtz Wealth Management is an investment advisory firm that assists clients in Kings County, New York, by offering a range of financial planning and investment management services tailored to the unique needs of each client. The firm specializes in helping clients build and manage their wealth over the long term, while also helping them manage risks and navigate complex financial situations. Many people living in Kings County, New York, face a range of financial challenges, including job loss, rising costs of living, debt, and retirement planning. Ritholtz Wealth Management can help clients address these concerns by providing personalized financial advice, investment management, and planning services to help them achieve their financial goals. Whether you are just starting out in your career or are nearing retirement, the firm can help you navigate the many challenges and opportunities that come with managing your finances in Kings County, New York.

To view the Minimum Investment and Fee Schedule for Ritholtz Wealth Management, visit their Part 2 Brochure.

Services Offered by Ritholtz Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ritholtz Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 24 W 40th St, New York, NY 10018, USA
Phone (212) 625-1200
Opening Hours
  • Mon Open 24 hours
  • Tue Open 24 hours
  • Wed Open 24 hours
  • Thu Open 24 hours
  • Fri Open 24 hours
  • Sat Open 24 hours
  • Sun Open 24 hours
Google My Business Reviews:
2 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Ritholtz Wealth Management is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Ritholtz Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.