Steven Reinsel is a registered investment advisor at Everhart Advisors, based in Dublin, OH, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
5200 Rings Road, Dublin, OH, 43017
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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
Steven owns multiple rental properties in Pittsburgh, PA, dedicating a few hours per week to managing them. He also works as a lawyer in Dublin, OH, spending minimal time on this activity. Steven is also a member of 535 Metro Place South LLC, which owns the building where Everhart Advisors is located and rents a portion of it to tenants.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
State Registrations1 state
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.