MR
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Matthew Renaud
18 Years of Experience
Ofallon, MO
1 DisclosureMay Earn Commission
Matthew Renaud is a registered investment advisor at Renaud & Company, LLC, based in Ofallon, MO, with 18 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 872 clients with $170M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
872 clients
Average Client Portfolio
$199K average
Assets Under Management
$173.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees may be negotiable in limited situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
763 West Terra Lane, Ofallon, MO, 63366
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2012Final
Employment History
Current Registrations
Renaud & Company, LLC
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Magna InvestmentsBroker
June 1996 - July 1998 · 2 yrs 1 mo
J. Michael-Patrick, L.L.C.Broker
January 1996 - June 1996 · 5 mos
Corporate Securities Group, INC.Broker
January 1995 - January 1996 · 1 yr
First Allied Securities, INC.Broker
December 1994 - January 1995 · 1 mo
First Affiliated SecuritiesBroker
November 1994 - December 1994 · 1 mo
John Hancock Distributors, INC.Broker
April 1993 - December 1994 · 1 yr 8 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1993 - December 1994 · 1 yr 8 mos
State Registrations2 states
MOTX
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.