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Updated September 28, 2026. Quick answer: Ritholtz Wealth Management discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (August 6, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Plancorp Fees (2026), Plante Moran Financial Advisors Fees (2026) and PNC Investments Fees (2026).
The published numbers
From the Form ADV Part 2A (August 6, 2026): “Standard Fee Schedule: 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.”
Note: CRD 168652 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. 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.
- $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 and above: 0.35%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $25,000 | 1.25% |
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.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Ritholtz Wealth Management’s own published rate runs $6,250 a year.
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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 Investment Adviser Public Disclosure, Ritholtz Wealth Management LLC (CRD #168652): https://adviserinfo.sec.gov/firm/summary/168652
- Ritholtz Wealth Management LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/168652/PDF/168652.pdf
Methodology. This page was built September 28, 2026, drawing on Ritholtz Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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