Reinhart Partners, LLC
Assets Under Management
$1.9B
Number of Clients
263
Number of Advisors
6
Average Client AUM
$7.3M
AUM per Advisor
$318.7M
Compensation
Fee-Only (AUM)
About This Firm
Reinhart offers continuous investment advice and management based on individual client needs. They offer various investment styles, including small and mid-cap equity products. They manage client assets on a discretionary basis and provide model portfolio recommendations to sponsors of managed account programs.
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
Location
11090 N. Weston Drive, Mequon, WI, 53092