Milestone Rewards

We know that the single biggest determinant of an investor’s success will be their own behavior. How do we incentivize the type of behavior that leads to successful outcomes for our clients?

Introducing Milestone Rewards, a loyalty program that gives clients an across the board, permanent fee reduction when they reach their third year anniversary with Ritholtz Wealth Management. To be eligible for the Milestone Rewards program, clients must have at least $1,000,000 in assets under management at the time of their three-year anniversary and have adhered to and maintained their financial plan.

We began this program in September 2015. Since then, hundreds of households have attained these rewards by virtue of their fidelity to their own financial plans and portfolios.

Do you have what it takes to become a Milestone Rewards client?

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Ritholtz Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.