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Nicholas Reinert

3 Years of Experience
Ellsworth, KS

Nicholas Reinert is a registered investment advisor at Berkeley Capital Management, LLC, based in Ellsworth, KS, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 336 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
336 clients
Average Client Portfolio
$298K average
Assets Under Management
$100.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.20%
$400K - $1000K1.00%
$1M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1502 Aylward Ave, Ellsworth, KS, 67439

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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

Nicholas is involved in consulting and farming operations. He does not receive commissions from these businesses.

Employment History
Current Registrations
Berkeley Capital Management, LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations2 states
KSTX
Advisor

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.
Nicholas Reinert - Financial Advisor | TrueAdvisor