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Joseph Reiniger

11 Years of Experience
Edwardsville, IL

Joseph Reiniger is a registered investment advisor at Visionary Wealth Advisors, LLC, based in Edwardsville, IL, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $750K1.15%
$750K - $1.0M1.05%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.

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

1254 University Drive, Suite 300, Edwardsville, IL, 62025

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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

Joseph is the owner of Madco Soccer Club since 2008, dedicating about 10-20% of his time to running the organization. He also directs Joe Reiniger Soccer Schools, which operates for three weeks in the summer, requiring a few hours per week.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
June 2014 - Present · 11 yrs 10 mos
State Registrations1 state
IL
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.
Joseph Reiniger - Financial Advisor | TrueAdvisor