Renuka Parker is a registered investment advisor at Cogent Private Wealth, based in Tampa, FL, with 7 years of industry experience. Renuka 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, and 1 more. Their firm serves 65 clients with $140M 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 $5.0M | 0.50% |
| $5.0M - $20.0M | 0.00% |
| $20M+ | 0.10% |
Minimum investment management fee of $5,000. Fees may be negotiable.
Fee Estimator
Location
Tampa, FL
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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
Cogent Private Wealth
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
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.