CR
Craig Ritter
Continuum Wealth Management
Scottsdale, AZ
FINRA VerifiedFiduciary
CR
Continuum Wealth Management
Scottsdale, AZEst. 2006
Firm Details
Experience
20 yrs
AUM
$31M
Minimum
$500K
Fee Type
Fee-Only
Specialties
Retirement PlanningWealth ManagementTax Planning
Certifications & Licenses
FiduciaryCFPNAPFA
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $1M (negotiable)
Comprehensive Financial Plan
$2Kone-time
Work History
Continuum Wealth ManagementCurrent
Managing Director / Financial Advisor
Jan 2014 - Present12 years
Wells Fargo Advisors
Senior Financial Advisor
Jan 2010 - Aug 20144 years
Merrill Lynch
Financial Advisor
Oct 2005 - Dec 20105 years
Morgan Stanley
Financial Advisor
Aug 2003 - Jun 20051 year
Ameriprise Financial
Financial Advisor
Feb 1995 - Jun 20038 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
Office Locations
Continuum Wealth Management
PrimaryScottsdale, AZ
Key Team Members
CR
Craig Ritter
Financial Advisor
Reviews
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Key Team Members
CR
Craig Ritter
Financial Advisor
Office Locations
Continuum Wealth Management
PrimaryScottsdale, AZ
Reviews
Leave a ReviewNo reviews yet
Be the first to review