Assets Under Management
$2.8B
Number of Clients
1,549
Number of Advisors
8
Average Client AUM
$1.8M
AUM per Advisor
$345.8M
Compensation
Fee-Only (AUM)
Renaissance Investment Management manages portfolios for institutions and individuals, specializing in domestic equity, international equity, REIT, balanced, asset allocation, and fixed income strategies. Their investment process blends quantitative models with qualitative research to identify companies with favorable characteristics.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.55% |
This fee schedule applies to Balanced, Large Cap Growth, Large Cap Value, Midcap Growth, and REIT strategies. Emerging Markets, International Equity ADR, and International Small Cap Equity strategies charge 1.00% on all amounts. Fixed Income strategies charge 0.50% on all amounts. Wealth Management Balanced and Wealth Management Growth & Income strategies charge 0.40% on all amounts.
50 E. Rivercenter Blvd., Suite 1200, Covington, KY, 41011