Mark Reinstein
Mark Reinstein is a registered investment advisor at Innovative Family Office LLC, based in Greenville, SC, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.
Fee Estimator
Location
3447 Pelham Rd, Ste. 203, Greenville, SC, 29615
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Mark is an insurance agent since 2011, writing and advising on life, disability, and fixed insurance policies, dedicating a few hours per week. He is also an investment advisor representative for Innovative Private Wealth Management Inc. (full-time) and Broadstreet Family Office LLC (about 10% of his time), and a part-time consultant for BSGPAD.
Employment History
Current Registrations
Innovative Family Office LLC
Innovative Private Wealth Management INC.
Previous Registrations
Dempsey Lord Smith, LLCBroker
Premium 72 Capital
Cabot Lodge Securities LLCBroker
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Colony Park Financial Services LLC.Broker
Western International Securities, INC.Broker
Auerbach, Pollak & Richardson INC.Broker
American Fronteer Financial CorporationBroker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations2 states
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.