JR
CFA
JR
CFA

Joseph Reinke

10 Years of Experience
Pflugerville, TX

Joseph Reinke is a CFA-designated registered investment advisor at Fitbux RIA LLC, based in Pflugerville, TX, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 180 clients with $5.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
180 clients
Average Client Portfolio
$28K average
Assets Under Management
$5.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee. The annual fee may be negotiable. Fitbux RIA directs clients to Betterment LLC's platform, which also charges a fee ranging from 0.12% to 0.20% of account balances.

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

Pflugerville, TX

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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

Joseph is the Chief Executive Officer of Fitbux, Inc. since 2015, dedicating nearly full-time hours to this role. This activity is not investment-related.

Employment History
Current Registrations
Fitbux RIA LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
August 2008 - March 2011 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
July 2008 - July 2008 · 0 mos
State Registrations4 states
CACOOHTX
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.