Jeffrey Rhineheart is a registered investment advisor at Svb Wealth, based in Atlanta, GA, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,451 clients with $5B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
3300 Cumberland Blvd SE, Atlanta, GA, 30339
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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
Jeffrey works as a New Business Development Officer for First Citizens Asset Management and as an Institutional Consultant for SVB Wealth. Both roles involve investment advisory services and each takes about 10-20% of his time.
Employment History
Current Registrations
Svb Wealth
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations3 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.