Michael Renner
Michael Renner is a registered investment advisor at Capital Analysts, based in Mesa, AZ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Mesa, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2018Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Michael sells and services fixed insurance products and Medicare supplements, dedicating a few hours per week. He is also a registered agent, 50% owner, and partner in Lincoln Retirement Professionals LLC, a holding company, and holds multiple positions at Renner Agency, Inc., an insurance corporation.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Financial West GroupBroker
State Registrations16 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.