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?