AR
CFP
AR
CFP

Andrew Reinhardt

22 Years of Experience
Scottsdale, AZ

Andrew Reinhardt is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Scottsdale, AZ, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
471 advisors
Number of Clients
29,929 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$54.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.

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

16767 N Perimeter Dr,, Suite 100, Scottsdale, AZ, 85260

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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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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
March 2015 - April 2020 · 5 yrs 1 mo
Capital Investment Counsel INC
November 2007 - November 2014 · 7 yrs
Hackett Investment Advisors INC
June 2004 - July 2007 · 3 yrs 1 mo
Your Source Financial
October 2003 - May 2004 · 7 mos
State Registrations2 states
AZTX
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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