Van Rensselear offers investment advisory services on a fee-only basis. While they don't market themselves as financial planners, they may offer limited consultation on topics like estate planning and taxes to their investment management clients. Clients can choose to have Van Rensselear manage their investments with or without the authority to make trades without asking first.
Assets Under Management$13M
Clients8
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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