Talk to an Advisor | Ritholtz Wealth Management LLC

Email*

Let's start with your email address:

Name*

Ok, now what about your name?

first

last

Phone*

What's a good phone number to reach you at?
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Zip Code*

What area are you from?

Have you worked with a financial adviser before?*

A

Yes

B

No

How familiar are you with our investment philosophy?*

A

Little Familiarity

B

I get the basics

C

I understand the philosophy

What kind of investor are you?

A

Individual

B

Institution

C

Corporate Retirement Plan

What kind of institution do you work for?

A

Pension

B

Endowment

C

Foundation

D

Other

What kind of retirement plan do you manage?

A

Defined Benefit

B

401k / 403b

C

Other

What is your investing experience?*

A

Novice

B

Intermediate

C

Experienced

Investable Assets*

Tell us a little about your assets so we can best assign services to your unique needs.

Select an amount between $0 and $250k

$0

Now that you have told us about your investable assets, what is your total net worth? This will help us ensure that we assign you the correct team.

A

Between $7mil - $25mil

B

Between $25mil - $50mil

C

Between $50mil - $100mil

D

Between $100mil - $1B

Who Referred You?

How Often Do you Read Our Blogs?*

Our sites include: The Big Picture, A Wealth of Common Sense, The Reformed Broker, The Irrelevant Investor, Abnormal Returns, Of Dollars and Data, A Teachable Moment, and The Belle Curve.

A

Nearly Every day

B

A few times per week

C

2 - 3 times per month

D

Once a month, or less

Contact Method*

How would you like us to contact you?

A

Email

B

Phone

B

Text

Why now?

What was your motivation for reaching out to us and why is now the right time?

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