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How does the advisor help clients – Key Takeaways:
Reinhart Asset Management LLC is a financial advisory firm that provides expert guidance and personalized strategies to help clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, they are dedicated to helping their clients secure their financial future.
Facts and Insights
Reinhart Asset Management LLC was founded in 2009 and is headquartered in New York City. The firm has a total of 40 advisors and manages over $1.5 billion in assets for its clients. Their team is comprised of professionals with diverse backgrounds and specialized expertise in various areas of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 40 | 10 years |
Financial Services Offered
- Investment Management
- Financial Planning
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Services
- College Planning
- Risk Management
- Business Planning
Client Types
- High-net-worth Individuals
- Families
- Business Owners
- Retirees
- Non-profit Organizations
Fees & Compensation
Reinhart Asset Management LLC operates as a fee-only advisory firm, meaning they do not receive commissions or other forms of compensation based on the products they recommend. Instead, they charge a percentage of the total assets under management as their fee. This aligns their interests with those of their clients and ensures that they prioritize their clients’ financial success.
Background
The founding partners of Reinhart Asset Management LLC have over 30 years of combined experience in the financial industry. With a commitment to providing exceptional financial advice and personalized service, they have built a reputable and successful firm that is trusted by a wide range of clients.
Financial Advisor Disclosures to Know
Reinhart Asset Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to always act in their clients’ best interests and disclose any potential conflicts of interest.