Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
All portfolio fees are subject to negotiation depending upon total value of assets managed, asset type, and servicing requirements.
Fee Estimator
Fees are based on a percentage of assets under management, payable quarterly in advance. The fee schedule is: 0.75% on the first $25 million, 0.65% on the next $25 million, and 0.50% on amounts over $50 million. These fees are subject to negotiation based on total assets, asset type, and servicing requirements. Clients may also incur indirect management fees through third-party investment vehicles. Reinhart has a standard minimum account size of $1,000,000.
Areas of Practice
Advisor Information
Office location
11090 N. Weston Drive, Mequon, WI, 53092
Get directionsRegulatory History
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