Justin Reinhold
Justin Reinhold is a registered investment advisor at Cpr Investments INC, based in Rochester, MI, with 14 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,172 clients with $240M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5M+ | 1.00% |
Fees vary by investment strategy. The primary tactical schedule ranges from 1.75% down to 1.00% for amounts over $5M. Other strategies like Lifecore Conservative start at 1.25% and drop to 0.50%. Sub-advisor and general asset management fee schedules also apply.
Fee Estimator
Location
1600 Parkdale Road, Suite 201, Rochester, MI, 48307
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
Justin is an insurance agent with CPR Financial Group, LLC, spending minimal time selling insurance products. He also works with CPR Investments Inc. as an IAR and assistant to the president, and is a registered representative with Ausdal Financial Partners, dedicating about 10-20% of his time to each. Justin also owns Reinhold Custom Homes, LLC and works as a salesperson for Showtime Realty, spending minimal time on each.
Employment History
Current Registrations
Cpr Investments INC
Ausdal Financial Partners, INC.Broker
Previous Registrations
Hbw Securities LLCBroker
Hbw Advisory Services LLC
State Registrations5 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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