Thomas Malinowski is a registered investment advisor at Renaissance Investment Group, LLC, based in Lenox, MA, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 263 clients with $640M 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 $3.0M | 1.00% |
| $3.0M - $7.0M | 0.70% |
| $7M+ | 0.55% |
Charitable accounts receive a 10% discount.
Fee Estimator
Location
45 Walker Street, Lenox, MA, 01240
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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 →Employment History
Current Registrations
Renaissance Investment Group, LLC
Previous Registrations
Renaissance Investment Group, LLC
State Registrations3 states
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