Glynnis Reinhart
Glynnis Reinhart is a registered investment advisor at Octavia Wealth Advisors LLC, based in Cincinnati, OH, with 24 years of industry experience. Glynnis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 3,803 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually and are negotiable at the discretion of the firm. For clients with over $1,000,000 in assets under management, financial planning services are included.
Fee Estimator
Location
9999 Carver Road, Suite 130, Cincinnati, Ohio 4524, Cincinnati, OH, 45242
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Glynnis is dually-registered as an investment advisor representative and a registered representative since 2020, splitting her time between these roles. She is also an insurance agent with Octavia Risk Management LLC, dedicating about 10-20% of her time to implementing insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations12 states
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
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