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Erich Reinhardt

31 Years of Experience

Erich Reinhardt is a registered investment advisor at Focus Partners Wealth, LLC, based in St. Louis, MO, with 31 years of industry experience. Erich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

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Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erich works as an investment advisor for The Wealth Management Alliance, dedicating minimal time to this role. He spends a minimal amount of time trading.

Employment History
Current Registrations
Focus Partners Wealth, LLC
October 2024 - Present · 1 yr 6 mos
Focus Partners Advisor Solutions, LLC
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Foreside Financial Services, LLCBroker
October 2018 - August 2020 · 1 yr 10 mos
The Wealth Management Alliance LLC
April 2014 - January 2019 · 4 yrs 9 mos
The Wealth Management Alliance LLC
January 2014 - March 2014 · 2 mos
Lwi Financial INC.
December 2009 - January 2019 · 9 yrs 1 mo
Loring Ward Securities INC.Broker
December 2009 - October 2018 · 8 yrs 10 mos
Foothill Securities, INC.Broker
December 2008 - December 2009 · 1 yr
Rnp Advisory Services, INC.
March 2008 - April 2013 · 5 yrs 1 mo
Eplanning Securities, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
The O.N. Equity Sales CompanyBroker
February 2005 - December 2005 · 10 mos
Reinhardt Advisory Services, INC.
September 2004 - December 2005 · 1 yr 3 mos
Loring Ward Securities INC.Broker
August 2000 - February 2005 · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 1995 - June 2000 · 5 yrs 5 mos
Reinhardt Werba Bowen Securities, INC.Broker
December 1994 - January 1995 · 1 mo
State Registrations2 states
CATX
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.
Erich Reinhardt - Financial Advisor | TrueAdvisor