Renée Mrosowski
Renée Mrosowski is a registered investment advisor at Summit Group Retirement Planners, INC., based in Spanish Fort, AL, with 5 years of industry experience. Renée operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 247 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Group Retirement Planners charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. Alternatively, they may charge a flat annual fee for investment advisory services. The specific fee depends on the investment strategy and the size of your account. These fees may be negotiable.
Location
Spanish Fort, AL
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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.
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Current Registrations
Summit Group Retirement Planners, INC.
Previous Registrations
Leafhouse Financial Advisors, LLC
State Registrations1 state
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