Renaissance Investment Group (RIG) provides investment advice and financial counseling. RIG offers continuous investment advice, making investment decisions based on clients' individual needs. For clients with over $1 million in assets under management, RIG may also provide financial counseling services, including estate, investment, cash flow, income tax, retirement, and risk management planning. RIG tailors its services to each client's needs and allows clients to impose reasonable restrictions on investments.
Assets Under Management$640M
Clients263
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.70% |
| $7M+ | 0.55% |
Charitable accounts receive a 10% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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