Renaissance Advisory Group provides investment management services for individuals, corporations, pension and profit sharing plans, trusts, and endowment funds. Services include selecting investments, determining asset allocation, and timing purchases and sales. Financial planning services are included in the investment management fees. Renaissance Advisory Group also engages with third-party money managers on behalf of clients.
Assets Under Management$70M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...