Jeanette Reinhard is a registered investment advisor at Robertson Stephens, based in San Francisco, CA, with 21 years of industry experience. Jeanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
455 Market Street, Ste. 1450, San Francisco, CA, 94105-2442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeanette is the Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, overseeing endowment assets. She is also a Registered Representative with Robertson Stephens Capital Markets and an Investment Adviser Representative with Robertson Stephens Wealth Management, LLC.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens Advisors
Robertson Stephens SecuritiesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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.