PR
ChFC
PR
ChFC

Patrick Thomas Reinheimer

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,211 clients
Average Client Portfolio
$451K average
Assets Under Management
$546.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K0.01%
$750K - $1.5M0.01%
$1.5M - $3.0M0.01%
$3M+0.01%

Fees are negotiable within the fee schedule.

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

20251 Century Blvd., Suite 425, Germantown, MD, 20874

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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.

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
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Milestone Asset Management, LLC
October 2020 - February 2021 · 4 mos
Brookstone Capital Management LLC
October 2019 - February 2022 · 2 yrs 4 mos
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.