Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Nicole Marie Renaux
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
Get directionsHistory
Regulatory History
Clean regulatory record
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
Pioneer Wealth Management Group
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2017 - January 2019 · 1 yr 9 mos
Morgan StanleyBroker
March 2017 - January 2019 · 1 yr 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
As a Wealth Advisor at Pioneer Wealth Management Group, I provide impactful financial advice to help people address their tough questions and accomplish their financial goals. With each client, my goal is to create a customized financial plan that meets their unique needs and circumstances, so they can live their best lives.
Contact
Nicole Marie Renaux