Louis Rendemonti
Louis Rendemonti is a ChFC-designated registered investment advisor at True Path Financial LLC, based in Sarasota, FL, with 41 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 137 clients with $82M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on historical relationships, asset types, and account composition. Variable and fixed annuity management is charged at a flat rate of 1.0%.
Fee Estimator
Location
1689 2nd Street, Suite 103, Sarasota, FL, 34236
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
Louis is an independent insurance agent for various companies, spending about 10-20% of his time on this. He is also an advisory representative of a RIA, brands his business as Smart Retirement, and is a Certified Exit Planning Advisor.
Employment History
Current Registrations
True Path Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Sma Equities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations4 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.
Exams
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