Derenzo Advisors provides investment advice through consultations and investment supervisory services. They offer budgeting assistance and other personal financial advice through consulting relationships. Investment advice is provided on either a discretionary or non-discretionary basis, based on mutually agreed investment objectives. They recommend various securities, including cash, mutual funds, and ETFs. All investment securities are held at an independent custodial institution.
Assets Under Management$8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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