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Beat Reinhart

6 Years of Experience
New York, NY
Broker

Beat Reinhart is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 6 years of industry experience. Beat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

1 World Trade Center, 39th Floor, New York, NY, 10007-0090

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Beat is involved in several business activities, including owning Rentech LLC and Fox Hills Farm Chester LLC, and Barrow Property Partners LLC. He also serves as the Executor for Mr. Benno P Ertl's estate and is involved with The Swiss Society of New York Inc. and Reinhart Advisors Group LLC.

Employment History
Current Registrations
Eagle Strategies LLC
April 2022 - Present · 4 yrs 1 mo
Nylife Securities LLC
January 2020 - Present · 6 yrs 4 mos
Nylife Securities LLCBroker
January 2020 - Present · 6 yrs 4 mos
State Registrations7 states
CACOFLNCNJNYVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Beat Reinhart - Financial Advisor | TrueAdvisor