Jonathan Loer is a CFP-designated registered investment advisor at Renaissance Wealth Advisors, LLC, based in Newton, MA, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 93 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are assessed at a rate of up to 0.75% annually, billed monthly in advance based on the prior month-end portfolio value.
Fee Estimator
Location
275 Grove Street, Suite 2-400, Newton, MA, 02466
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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 →Employment History
Current Registrations
Renaissance Wealth Advisors, LLC
Previous Registrations
Fieldstone Financial Management Group, LLC
Concert Wealth Management
Fieldstone Financial Management Group, LLC
Strategic Advisers, INC.
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.
Exams
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