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Mark Rienerth

Lebenthal Global Advisors, LLC
44 Years of Experience
Norfolk, VA
3 Disclosures
View SEC Summary
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Mark Rienerth is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Norfolk, VA, with 44 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,465 clients with $970M in assets under management.

Lebenthal Global Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,465 clients
Average Client Portfolio
$394K average
Assets Under Management
$971.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.40%
$100K - $250K2.35%
$250K - $500K2.25%
$500K - $1.0M2.15%
$1.0M - $5.0M2.12%
$5M+2.05%

Maximum wrap fee is 2.40% (2.00% advisory fee plus 0.40% platform fee). Clients typically pay between 1.00% and 1.50%. Smaller accounts ($800,000 or less) are typically charged a flat fee, while larger accounts use a blended tiered schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

440 Monticello Ave, Suite 1800, Norfolk, VA, 23510

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2001
Denied
Customer Dispute
April 1995
Settled
Customer Dispute
July 1988
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark operates Rhino Wealth Management, which is investment related. He also serves as a board member on the endowment committee for Ghent United Methodist Church, dedicating minimal time.

Employment History
Current Registrations
Lebenthal Global Advisors, LLC
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Lebenthal Financial Services, INC.Broker
June 2020 - December 2024 · 4 yrs 6 mos
Avenir Private Advisors, LLC
November 2018 - February 2020 · 1 yr 3 mos
Kovack Securities INC.Broker
June 2017 - June 2018 · 1 yr
Capital Guardian Wealth Management, LLC
February 2011 - November 2018 · 7 yrs 9 mos
Capital Guardian, LLCBroker
February 2011 - June 2017 · 6 yrs 4 mos
Wunderlich Securities, INC.
September 2007 - December 2010 · 3 yrs 3 mos
Wunderlich Securities, INC.Broker
December 2004 - December 2010 · 6 yrs
Merrill Lynch Pierce Fenner & Smith INC.
April 1995 - November 2004 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1995 - November 2004 · 9 yrs 7 mos
Wheat, First Securities, INC.Broker
December 1981 - April 1995 · 13 yrs 4 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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