Emily
Johnson

Ritholtz Wealth Management

CRD#4547947
Investment Advisor
in Hilton Head Island, SC

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About this Advisor

Emily Johnson is a certified financial planner based in Hilton Head Island, South Carolina with 3 years of industry experience. Johnson works at Ritholtz Wealth Management. During their career, the advisor has held roles at Polaris Capital Advisors, LLC and Ritholtz Wealth Management. Johnson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. Ritholtz Wealth Management is a financial advisory company that has its headquarters in New York, NY. The company has offices in 15 locations and a total of 47 advisors. It has $3 billion in total assets across its 6,091 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 6,091 customer accounts, 30% belong to high-net-worth investors who have at least $1 million in assets. The business has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Ritholtz Wealth Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23B Shelter Cove Ln Suite 401
Hilton Head Island, SC 29928

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Ritholtz Wealth Management Brokerage Details

Total Assets Under Management

$2,943,089,523

SC Average: $7,464,549,021
Total Number of Employees

47

SC Average: 88
Total Number of Accounts

6,091

SC Average: 3,892
Average Account Size

$483,187

SC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Emily Johnson Work History

Emily has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ritholtz Wealth Management

2010 - 2020 (10 years)

Polaris Capital Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emily Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ritholtz Wealth Management

Margaret Duquesnay
New Orleans, LA
Matthew Lohrius
New York, NY
Kristopher Venne
New York, NY
Michael Batnick
New York, NY
Alia Leiyn
New York, NY
Joel Fishman
New York, NY
Benjamin Coulthard
New York, NY
Jack Seifert
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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