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Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Ritholtz Wealth Management 3 years, 1 month Sep 2013 - Present
Fusion Analytics Inv Partners 3 years, 2 months Jul 2010 - Sep 2013
Westrock Advisors 8 years, 3 months Apr 2002 - Jul 2010
Lew Leiberbaum 13 years Jul 1997 - Jul 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joshua Brown

    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    What Do You Think About Penny Stocks?
    I think penny stocks are fantastic for the following:Capital Loss generation Promoters and "investor relations firms" who represent the companiesPeople who live far away from a store that sells lotto ticketsAnyone who finds themself in some type of Brewster's Millions type scenario where they h...  (more)
    Answered Apr 2012
    How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
    Not important at all. The star system at Morningstar is predicated on how the fund has done historically. You’re probably not interested in betting on a horse that ran the Kentucky Derby in 2011, right? Morningstar is working on improving its ratings system and has begun incorporating more forwa...  (more)
    Answered Mar 2012
    Is there a "golden number" of mutual funds I should invest in?
    The "Golden Number" of mutual funds you should invest in is zero.The mutual fund is an inferior product utilizing the cutting edge of post-Depression Era technology (the Investment Company Act of 1940 created the rules).The few remaining mutual funds I will use have active managers that I trust ...  (more)
    Answered Mar 2012
    How do fees for currency ETFs compare to an average cost ETF?
    The best site to use for this sort of question is - they allow one to compare multiple ETFs at once across the most important metrics (like internal expenses, for example).As a generalization, for a single currency ETF like FXA (the Aussie Dollar Index) you can expect to pay between 35 and...  (more)
    Answered Mar 2012
    Does your mortgage provider have to notify you if they sold your loan to another company?
    Here comes a mouthful...The servicing of a loan may be sold by the original lender to another firm who will send borrower their monthly statements (aka 'service' the loan). This must be disclosed before the loan closes, and it also must be disclosed every time servicing is transferred. Sample discl...  (more)
    Answered Mar 2012
    When interviewing a financial advisor, what questions should I ask?
    The first question you’ll want to ask is where he or she sees themselves on the spectrum between planner and asset manager. Look for someone who positions his or her expertise as being somewhere in the middle. The hardcore asset manager types will not be focused on performance and uninterested in ...  (more)
    Answered Mar 2012
    How do I know if my advisor is a Fiduciary?
    If your advisor puts you in any mutual fund with a symbol ending in the letters “ax” or “bx”...he might not be a fiduciary.If your advisor blurts out something about annuities within your first two meetings...he might not be a fiduciary.If your advisor is really excited to get you involved with h...  (more)
    Answered Mar 2012
    What is an RIA?
    An RIA is a Registered Investment Advisory firm. A person cannot be an RIA or refer to himself or herself as one. Employees and principles of an RIA firm are known as Investment Advisor Representatives (IARs) although the two terms are often used interchangeably in the common parlance. ...  (more)
    Answered Mar 2012
    With the financial crisis occurring in Europe right now, is it smart for me to start investing in the stock market?
    There will always be a crisis - apparent or temporarily hidden. Uncertainty is the permanent condition of the world and the markets themselves. In contrast, think about the investments you might have made in times of confidence and certainty - 1999 comes to mind, so does 2007. How would the inves...  (more)
    Answered Apr 2012
    What is an appropriate fund management fee percentage?
    A few thoughts on this topic:First, in most cases you should be seeking out passive funds, whether they are cap-weighted traditional index products or fundamentally-weighted "smart" indexes - like dividend or earnings quality, etc. These come in the form of ETFs so the internal cost should be unde...  (more)
    Answered Aug 2012
    Time to invest in Apple?
    I would say that the dividend and buyback are nice, but if you weren't already an investor in the stock, they're certainly not the reason to all of a sudden start buying....  (more)
    Answered Mar 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Jan 20, 2014
      • license status
        Not registered
      • disclosures
      • as of date
        Sep 22, 2014
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Ritholtz Wealth Management

      Last updated on Aug. 15, 2016
        • $411.4M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 2K
        • $255.1K
          Estimated Average Account Balance


      Fee Only Advisor
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements