Assets Under Management
$1.9B
Number of Clients
263
Number of Advisors
6
Average Client AUM
$7.3M
AUM per Advisor
$318.7M
Compensation
Fee-Only (AUM)
Reinhart Partners offers continuous investment advice and management based on individual client needs. They offer various investment styles, including small and mid-cap equity products. They manage client assets on a discretionary basis, guided by client-set guidelines. They also provide model portfolio recommendations to managed account programs.
| Assets Under Management | 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.
11090 N. Weston Drive, Mequon, WI, 53092