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Matthew Renaud

1 Year of Experience
Ofallon, MO
May Earn Commission

Matthew Renaud is a registered investment advisor at Renaud & Company, LLC, based in Ofallon, MO, with 1 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 872 clients with $170M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
872 clients
Average Client Portfolio
$199K average
Assets Under Management
$173.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K+1.00%

Fees may be negotiable in limited situations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

763 West Terra Lane, Ofallon, MO, 63366

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History

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.

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Employment History
Current Registrations
Renaud & Company, LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
Matthew Renaud - Financial Advisor | TrueAdvisor