Vincent Renaut is a CFP-designated registered investment advisor at Pier 42 Advisors, based in South Dennis, MA, with 5 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 40 clients with $29M 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 $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the balance of the Client’s account(s) on the average daily balance. The advisory fee is a blended tier.
Fee Estimator
Location
434 Route 134 Unit G6, South Dennis, MA, 02660
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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 Activities
Vincent is a registered investment adviser representative of Cambridge Cape Cod Advisors, LLC, providing advisory services. This activity takes a few hours per week.
Employment History
Current Registrations
Pier 42 Advisors
Previous Registrations
Cambridge Cape Cod Advisors, LLC
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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