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Stephen Reinhart

34 Years of Experience
Tuscaloosa, AL
1 Disclosure

Stephen Reinhart is a registered investment advisor at Financial Economics Consulting Group, INC., based in Tuscaloosa, AL, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
156 clients
Average Client Portfolio
$491K average
Assets Under Management
$76.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.60%
$5.0M - $7.5M0.55%
$7.5M - $10.0M0.50%
$10M+0.45%

Fees may be negotiable.

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

2316 UNIVERSITY BLVD. Suite 201, Tuscaloosa, AL, 35401

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History

Regulatory History (1)
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Customer Dispute
October 1991
Settled
Other Business Activities

Stephen is a 50% owner of MRE, LLC, a company that owns the building from which his investment business operates, spending minimal time on rent collection and bill payments. He is also a 1/3 owner of MRM, LLC, a company seeking rental properties, and an adjunct professor at the University of Alabama.

Employment History
Current Registrations
Financial Economics Consulting Group, INC.
August 1991 - Present · 34 yrs 8 mos
State Registrations3 states
ALLATX
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.