Rebecca Renninger
Rebecca Renninger is a registered investment advisor at Independence Asset Advisors, LLC, based in Wynnewood, PA, with 7 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 36 clients with $1.7B 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 $50.0M | 0.50% |
| $50.0M - $300.0M | 0.25% |
| $300.0M - $500.0M | 0.20% |
| $500.0M - $600.0M | 0.15% |
| $600.0M - $700.0M | 0.10% |
| $700.0M - $800.0M | 0.07% |
| $800M+ | 0.05% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
308 E. Lancaster Avenue, Suite 110, Wynnewood, PA, 19096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Independence Asset Advisors, LLC
State Registrations1 state
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