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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William serves on the board of directors for Reed Manufacturing, a small garment manufacturing company, since 2015. This requires minimal time commitment.