Blake Headley
Blake Headley is a CFP, ChFC-designated registered investment advisor at Renaissance Advisors, based in Ridgeland, MS, with 22 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 338 clients with $150M 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 | 0.75% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable. Qualified Clients are charged an asset-based management fee of 0.75% on all assets under management and a performance-based fee of 10% on any increase above a high-water mark.
Fee Estimator
Location
602 Steed Road Suite 110, Ridgeland, MS, 39157
Get directionsHistory
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
Blake works as an insurance agent for various carriers and provides financial planning services.
Employment History
Current Registrations
Renaissance Advisors
Previous Registrations
Renaissance Advisors
Blacksummit Financial Group, INC.
Raymond James Financial Services Advisors, INC
LPL Financial Corporation
Pfic Advisors, INC.
Fundquest Incorporated
State Registrations3 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.