James Reinhart is a registered investment advisor at Reinhart Partners, LLC, based in Mequon, WI, with 34 years of industry experience. James 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
1500 W. Market St., Ste. 100, 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
James is a 5% owner of Erin Hills Golf Course, LLC, since 2006. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Reinhart Partners, LLC
Previous Registrations
Reinhart Capital Management, INC.
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.