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Ken Reinhart

23 Years of Experience
Toledo, OH

Ken Reinhart is a registered investment advisor at Reinhart Asset Management LLC, based in Toledo, OH, with 23 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $2.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$124K average
Assets Under Management
$2.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable, up to a maximum of 2% annually, billed quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Toledo, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ken works for Kohl's Corporation at their Findlay, OH distribution center, assisting with logistics. This position, which started in 2016, is not investment-related.

Employment History
Current Registrations
Reinhart Asset Management LLC
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Questar Capital Corporation
August 2002 - March 2005 · 2 yrs 7 mos
State Registrations2 states
MIOH
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.
Ken Reinhart - Financial Advisor | TrueAdvisor