Renan Guillou is a registered investment advisor at Secure Wealth, INC., based in Raleigh, NC, with 9 years of industry experience. Renan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 221 clients with $130M 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 | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4208 Six Forks Road, Suite 1000, Raleigh, NC, 27609
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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 ActivitiesSells Insurance
Renan is a sole proprietor and insurance agent, dedicating full-time hours to this activity. He also owns Rise Financial, Inc., spending minimal time on it, and works as a solicitor for Howard Capital Management, dedicating about half his time to submitting client data for analysis and financial plans.
Employment History
Current Registrations
Secure Wealth, INC.
Previous Registrations
Wealth Watch Advisors, LLC
Wealth Watch Advisors, LLC
First American National Investment Advisors, LLC
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.