Brad Reinard
Brad Reinard is a registered investment advisor at Qtr Capital Management LLC, based in Oceanside, CA, with 5 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $450K 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 $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.09% |
Fee Estimator
Location
Oceanside, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2018Other Business Activities
Brad is the Chief Publisher for MCTO Capital Management LLC DBA Upside Options, an investment newsletter, dedicating a few hours per week. He also works as an Adjunct Professor of Management Science at Chapman University, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Qtr Capital Management LLC
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.