Joshua Rennie is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Reno, NV, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 3,268 clients with $5.4B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.
Fee Estimator
Contact
Joshua Rennie
Location
4757 Caughlin Parkway Suite B, Reno, NV, 89519
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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 →Employment History
Current Registrations
Tci Wealth Advisors, INC.
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.
Exams
Additional Information
Josh is a member of TCI's investment committee specializing in data analysis and portfolio construction. Passionate about educating clients, as well as future generations, he volunteers time to teach financial literacy classes and offer pro-bono advice though TCI's non-profit programs. A learner to the core, Josh is always looking for new opportunity to expand, including continued education as an Accredited Investment Fiduciary and Chartered Financial Analyst.
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