Andrew Reina
Andrew Reina is a registered investment advisor at Veritas Wealth Management LLC, based in Mt. Pleasant, SC, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 3 more. Their firm serves 127 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Wealth Management fee and minimum may be modified based on the nature of services to be provided, types of investments, portfolio makeup, and/or the complexity of the client’s situation.
Fee Estimator
Location
1761 Nantahala Blvd, Mt. Pleasant, SC, 29464
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Andrew is involved with The Ragnar Group Inc, which includes Veritas Independent Insurance Agent where he sells fixed insurance, and Veritas Wealth Management. He also handles property and casualty insurance through Edmund Andrew Co and receives referral compensation from Heartland Payroll, dedicating full-time hours to these activities.
Employment History
Current Registrations
Veritas Wealth Management LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Veritas Wealth Management LLC
Coastal Investment Advisors
Coastal Equities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities 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.