Van Rensselaer Management provides investment advice to wealthy individuals, family offices, and charities. Services include managing investments, acting as an independent trustee, reviewing outside managers, and financial planning. The firm primarily invests in common stocks, fixed income securities, ETFs, REITs, MLPs, and royalty trusts. Accounts are managed individually, considering each client's needs and risk tolerance.
Assets Under Management$16M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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