Reinhart Partners offers investment management services tailored to individual client needs. They offer various investment styles, including small and mid-cap equity products. Reinhart manages client assets on a discretionary basis, making investment decisions based on client guidelines. They also provide model portfolio recommendations to sponsors of managed account programs.
Assets Under Management$1.9B
Clients263
Advisors6
Avg. per Client$7.3M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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