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Credentials
Series 65
Experience Industry experience
3 years
Location
Ellsworth, KS 67439
Berkeley Capital Management, LLC
Supported
Total advisors
2Clients per advisor
177 Very HighAvg AUM per client
$337,882 LowHNW client ratio
9% LowNicholas Reinert is a financial advisor at Berkeley Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has been involved in consulting and farming operations outside of his advisory role. Reinert has worked at Berkeley Capital Management since 2022 and has consulting experience dating back to 2021. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans, managing over $100 million in assets. The firm employs a bottom-up, fundamental research approach with a long-term value orientation and incorporates derivatives and options strategies within client portfolios.
Based on Berkeley Capital Management, LLC
$500 to $3,000 depending on complexity for stand-alone financial planning services
$0 - $399,999: 1.20% $400,000 - $999,999: 1.00% $1,000,000+: 0.80%
Ellsworth, KS
1502 Aylward Ave
Ellsworth KS 67439
Advisors at this office
2
Kansas · Texas
3 years of industry experience
Berkeley Capital Management
2022 - Present • 4 years
Ellsworth, KS
American Warrior Inc
2022 - 2022 • 1 year
Garden City, KS
Consulting
2021 - Present • 5 years
McPherson, KS
Otte Farms
2012 - Present • 14 years
Moundridge, KS
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Insurance agent
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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