Renee Reksc is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 30 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
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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 ActivitiesSells Insurance
Renee is a sole proprietor of Renee Reksc Financial Services, providing tax services and dedicating full-time hours during tax season. She also sells life insurance, long-term care products, disability insurance, and fixed annuities, and is a water management committee member for Laurel Lake Association, spending minimal time on this.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Essex Capital Markets, INC.Broker
Cushing Capital CorporationBroker
State Registrations1 state
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.