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Updated September 28, 2026. Quick answer: Ritholtz Wealth Management is registered with the SEC as an investment adviser (CRD #168652, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $6,250 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, $75 at Betterment Securities, or $50 at Altruist, depending on your custodian. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
For a closer look at this firm: Ritholtz Wealth Management Fees and How to Leave Ritholtz Wealth Management.
Ritholtz Wealth Management at a glance
| Fact | What Ritholtz Wealth Management’s own pages say |
|---|---|
| Legal entity | Ritholtz Wealth Management LLC |
| Registration | Ritholtz Wealth Management LLC is registered with the SEC as an investment adviser (CRD #168652, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $6,250 a year, per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | $50 at Schwab, $75 at Betterment Securities, or $50 at Altruist, depending on your custodian |
What Ritholtz Wealth Management’s own fee schedule charges
IAPD lists the firm as Ritholtz Wealth Management, with Comprehensive Portfolio Management, Ritholtz & Co., Liftoff and Good Advice among its other names. The brochure reports $9,423,491,497 in assets under management as of July 31, 2026. The priced schedule is the standard fee schedule for the firm’s Comprehensive Portfolio Management service, which applies to its individual clients; the firm does not offer wrap fee programs.
“Assets Under Management Maximum Annual Percentage of Assets Charge Up to $1,999,999 1.25% $2,000,000 to $2,999,999 1.00% $3,000,000 to $4,999,999 0.85% $5,000,000 to $9,999,999 0.75% $10,000,000 to $19,999,999 0.65% $20,000,000 to $49,999,999 0.45% Over $49,999,999 0.35%”
“For clients assessed a fee in accordance with our standard fee schedule, our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter. Fees may vary in certain circumstances. However, fees are generally not negotiable. The specific fee arrangement will be outlined in the advisory agreement to be signed by the client. We may group certain related client accounts for the purposes of determining the annualized fee.”
The brochure does not say whether each rate applies to the whole balance or only to the slice within its bracket, so the usual marginal method is used. At $250,000 and $500,000 the whole balance sits in the first bracket at 1.25%. At $1,000,000 the balance is likewise entirely in the first bracket. At $2,000,000 the balance is exactly one dollar past the first bracket, so 1.25% applies to the first $1,999,999 and 1.00% to the last dollar, which rounds to the figure shown. The brochure discloses no minimum annual fee, so no floor applies. Readers should treat the schedule as maximums.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,125 |
| $500,000 | $6,250 |
| $1,000,000 | $12,500 |
| $2,000,000 | $25,000 |
These figures come directly from Ritholtz Wealth Management’s own current fee brochure, cited in Sources below.
Registration
Ritholtz Wealth Management LLC is registered with the SEC as an investment adviser (CRD #168652, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Ritholtz Wealth Management LLC’s Form ADV Part 2A states “We charge our advisory fees quarterly in advance for our Comprehensive Portfolio Management and Good Advice services.” Ritholtz Wealth Management LLC names four possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets” Betterment’s own published fee schedule states “Betterment Securities charges a flat fee of $75 for each investing account transferred to another company.” Altruist Financial LLC’s own published fee schedule states “ACAT & Non-ACAT Transfers Out (Full) $50” Fidelity Brokerage Services LLC / National Financial Services LLC discloses no comparable line item (an honest gap).
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (August 6, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054153
- SEC IAPD firm summary (CRD #168652, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/168652
Methodology. This page was built September 28, 2026, drawing directly on Ritholtz Wealth Management’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Ritholtz Wealth Management’s own Form ADV Part 2A and Form CRS. We have not used Ritholtz Wealth Management as a client. Ritholtz Wealth Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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