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Mark Reinstein

Innovative Private Wealth Management INC.
40 Years of Experience
Greenville, SC
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Mark Reinstein is a registered investment advisor at Innovative Private Wealth Management INC., based in Greenville, SC, with 40 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.

Innovative Private Wealth Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
417 clients
Average Client Portfolio
$880K average
Assets Under Management
$367.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.

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

Location

2 West Washington Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History (1)
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
April 2020
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is an insurance agent since 2011, writing and advising on life, disability, and fixed insurance policies, dedicating a few hours per week. He is also an investment advisor representative for Innovative Private Wealth Management Inc. (full-time) and Broadstreet Family Office LLC (about 10% of his time), and a part-time consultant for BSGPAD.

Employment History
Current Registrations
Innovative Private Wealth Management INC.
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Innovative Family Office LLC
April 2024 - August 2026 · 2 yrs 4 mos
Dempsey Lord Smith, LLCBroker
June 2022 - April 2023 · 10 mos
Premium 72 Capital
January 2021 - June 2023 · 2 yrs 5 mos
Cabot Lodge Securities LLCBroker
May 2019 - December 2021 · 2 yrs 7 mos
Sandlapper Securities, LLCBroker
June 2014 - May 2019 · 4 yrs 11 mos
Sandlapper Wealth Management, LLC
November 2004 - December 2020 · 16 yrs 1 mo
Colony Park Financial Services LLC.Broker
October 2002 - November 2014 · 12 yrs 1 mo
Western International Securities, INC.Broker
July 2001 - October 2002 · 1 yr 3 mos
Auerbach, Pollak & Richardson INC.Broker
December 2000 - August 2001 · 8 mos
American Fronteer Financial CorporationBroker
July 1996 - December 2000 · 4 yrs 5 mos
Painewebber IncorporatedBroker
May 1994 - August 1996 · 2 yrs 3 mos
Bear, Stearns & CO. INC.Broker
August 1989 - May 1994 · 4 yrs 9 mos
F.N. Wolf & CO., INC.Broker
May 1988 - August 1989 · 1 yr 3 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
May 1986 - January 1987 · 8 mos
State Registrations2 states
SCTX
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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