Mark Rienerth
Mark Rienerth is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,276 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lebenthal Global Advisors charges an annual fee for managing your investments, which includes an advisory fee and a platform fee. The total fee ranges from 1.25% to 1.75% of your portfolio's value, but the maximum possible fee is 2.40%. The fee is negotiable and will be detailed in your advisory agreement. Accounts under $800,000 are typically charged a single flat fee, while larger accounts are charged on a tiered basis. The fee is billed quarterly in advance.
Location
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2001Customer Dispute
April 1995Customer Dispute
July 1988Other Business Activities
Mark operates Rhino Wealth Management, which is investment related. He also serves as a board member on the endowment committee for Ghent United Methodist Church, dedicating minimal time.
Employment History
Current Registrations
Lebenthal Global Advisors, LLC
Previous Registrations
Lebenthal Financial Services, INC.Broker
Avenir Private Advisors, LLC
Kovack Securities INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations1 state
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.