William Collins is a registered investment advisor at Reinhart Partners, LLC, based in Mequon, WI, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 263 clients with $1.9B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
All portfolio fees are subject to negotiation depending upon total value of assets managed, asset type, and servicing requirements.
Fee Estimator
Location
11090 N. Weston Drive, Mequon, WI, 53092
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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 Activities
William serves on the board of directors for Reed Manufacturing, a small garment manufacturing company, since 2015. This requires minimal time commitment.
Employment History
Current Registrations
Reinhart Partners, LLC
Previous Registrations
Russell Investments Financial Services, LLCBroker
Russell Investments
Edward Jones
Edward JonesBroker
State Registrations2 states
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