Wealth Renovators helps clients understand their personal values related to money and then aligns their investments and spending with those values. Renovators offers coaching programs to help clients avoid speculative investment behaviors. Clients also receive financial planning services, including tax, insurance, retirement, and estate planning. Renovators selects and monitors third-party money managers, primarily Matson Money, to manage client investment portfolios.
Assets Under Management$15M
Clients66
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Lower fees for comparable services may be available from other sources. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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