Renaud & Company, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Renaud & Company provides personalized portfolio management, investment supervision, and comprehensive financial planning services for individuals, families, and small businesses. Founded in 1998 and based in O'Fallon, Missouri, the firm is owned and led by Matthew J. Renaud, Sr. Renaud & Company actively manages investment accounts across a variety of securities—including equities, municipal bonds, government securities, and mutual funds—tailored to each client's specific risk tolerance and long-term goals. In addition to investment management, Renaud & Company offers financial planning services that cover retirement projections, insurance needs analysis, and overall financial goal setting. The firm operates as a registered investment advisor, meaning they are legally required to act in your best interest when providing advice. Clients also have access to related services such as fixed insurance products and tax preparation through affiliated professionals, though clients are never obligated to use those additional services.

Assets Under Management$210M
Clients953
Advisors2
Avg. per Client$220K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally 1.0% of assets under management and may be negotiable in limited situations.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Renaud & Company, LLC - Fees, AUM & Advisors | TrueAdvisor