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Jeffrey Renelt

Indivisible Partners
38 Years of Experience
Victor, NY
2 Disclosures
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Jeffrey Renelt is a registered investment advisor at Indivisible Partners, based in Victor, NY, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B in assets under management.

Indivisible Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
676 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Victor, NY

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2012
Denied
Customer Dispute
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Indivisible Partners
June 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1996 - June 2026 · 30 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1988 - June 2026 · 38 yrs 5 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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