Patrick Reinheimer
Patrick Reinheimer is a ChFC-designated registered investment advisor at Milestone Asset Management, LLC, based in Germantown, MD, with 6 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,359 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
These fees are for internally managed models. Sub-advised models have higher fees: Up to $750,000: 1.75%, $750,000 – $1,500,000: 1.50%, $1,500,000 – $3,000,000: 1.25%, Additional Amounts Over $3 million: 1.00%. Fees are negotiable.
Fee Estimator
Location
20251 Century Blvd., Suite 425, Germantown, MD, 20874
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick holds a Life and Health Insurance License in the state of Maryland.
Employment History
Current Registrations
Milestone Asset Management, LLC
Previous Registrations
Milestone Asset Management, LLC
Brookstone Capital Management LLC
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.