Rena Breeding
Rena Breeding is a registered investment advisor at Abundant Capital Strategies LLC, based in Colorado Springs, CO, with 15 years of industry experience. Rena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $380K 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 | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Colorado Springs, CO
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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 →Other Business Activities
Rena is the President of Benefits Integrity LLC, where she does accounting, tax, and compliance work for retirement plans, dedicating about half of her time. She is also the President of Beauty Abounded LLC, a skin care product development company in the research phase, dedicating a few hours per week.
Employment History
Current Registrations
Abundant Capital Strategies LLC
Previous Registrations
Columbia Benefits, LLC
Tlg Advisors, INC.
State Registrations2 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.