Edward Reinhart
Edward Reinhart is a registered investment advisor at Capital Advisors Wealth Management, based in Yakima, WA, with 27 years of industry experience. Edward 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, High Net Worth, and 3 more. Their firm serves 1,051 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Advisors Wealth Management offers comprehensive portfolio management where the maximum annual fee is 1.25% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance. In rare cases, a flat dollar amount fee may be agreed upon, not exceeding 1.25% of the assets they manage. The fees for third party management services are separate and in addition to Capital Advisors Wealth Management's advisory fees.
Location
1104 North 35th Avenue, Yakima, WA, 98902
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2004Customer Dispute
December 2003Other Business Activities
Edward co-owns Reinhart Enterprises LLC, focused on commercial building development, and is a co-trustee for a retirement savings plan. He also has ownership stakes in Summit Capital Advisors II, Reinhart Capital Management LLC, KAZA LLC, Capital Advisors Wealth Management LLC, and multiple rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Capital Advisors Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.