Renee Conrady is a registered investment advisor at Wasi, based in Mill Valley, CA, with 21 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 429 clients with $59M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee is the greater of $50 or the calculated percentage. Fees are negotiable.
Fee Estimator
Location
25 Evergreen Ave. #6, Mill Valley, CA, 94941
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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
Wasi
State Registrations2 states
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