Renaud & Company offers investment management and financial planning services to individuals and small businesses. Renaud helps clients with their insurance and retirement situations. As a registered investment advisor, Renaud is legally required to act in your best interest. Renaud may receive commissions from insurance products they recommend, but they must disclose this conflict of interest.
Assets Under Management$170M
Clients872
Advisors2
Avg. per Client$200K
Avg. per Advisor$87M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees may be negotiable in limited situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...