Reinhart Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Reinhart Asset Management (RAM) offers investment management and consulting services. RAM manages investments on a discretionary basis using the SPECTRUM program, which includes SPECTRUM, SPECTRUM Balanced, and SPECTRUM Leveraged portfolios. RAM also provides investment consulting services, analyzing client investments and recommending purchases and sales. RAM uses a hybrid analytical process encompassing fundamental, technical, quantitative, and qualitative analysis.

Assets Under Management$2.2M
Clients18
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable, up to a maximum of 2% annually, billed quarterly.

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

1 Advisors at this firm