Renrick Pesce is a CFP-designated registered investment advisor at Mariner Wealth, based in Concord, NH, with 9 years of industry experience. Renrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
15 N. Main St., Suite 300, Concord, NH, 03301
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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 Activities
Renrick volunteers with Emerging Community Leaders Council - Make A Wish and Catapult Seacost, dedicating minimal time to each. He also works as an independent contractor/consultant teaching at the University of New Hampshire, dedicating minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLCBroker
Edward Jones
Edward JonesBroker
John Hancock Advisers, LLC
Manulife Asset Management (US) LLC
John Hancock Personal Financial Services, LLC
John Hancock Funds, 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.