Renvyle Partners offers investment management services where they manage client portfolios by allocating assets among various securities on a discretionary basis. They also provide non-discretionary investment management services for variable life/annuity products and employer-sponsored retirement plans. Renvyle Partners may recommend third-party investment managers. They also offer consulting services on non-investment related matters.
Fee Structure
Renvyle Partners charges an annual fee based on a percentage of the value of your investments. This fee varies between 0.10% and 1.50% depending on the amount of assets managed and the type of investment management services provided. The fee is calculated each quarter, in advance, based on the market value of your assets on the last day of the previous quarter. All accounts are subject to a $500 minimum annual fee.