BR
CFP · ChFC
BR
CFP · ChFC

Bryan Reinhard

26 Years of Experience
Santa Barbara, CA

Bryan Reinhard is a CFP, ChFC-designated registered investment advisor at Argos Global Advisors, LLC, based in Santa Barbara, CA, with 26 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 1 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$13.0M average
Assets Under Management
$13.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee ranges from 1% to 2% annually depending on the fund or investor class, and non-qualified clients may be charged up to 3% annually in lieu of performance allocations. Argos also charges a performance allocation of 15% to 20% of net profits, subject to a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

812 Anacapa Street, Santa Barbara, CA, 93101

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Argos Global Advisors, LLC
May 2019 - Present · 7 yrs 5 mos
Omega Financial Group, LLC
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
February 2010 - July 2012 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
July 2003 - February 2010 · 6 yrs 7 mos
Prudential Securities Incorporated
June 2003 - July 2003 · 1 mo
Morgan Stanley
December 1999 - May 2003 · 3 yrs 5 mos
State Registrations3 states
CANVTX
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.
More Advisors
Bryan Reinhard - Financial Advisor | TrueAdvisor