Resnn Investments offers investment management and financial planning to individuals and institutions. They use various analysis methods to identify investment opportunities and aim for capital appreciation through tactical asset management. The firm may use leverage, short selling, and invest in private equity. They manage risk through market assessments and may adjust allocations to cash or other assets.
Assets Under Management$3.7M
Clients4
Advisors1
Avg. per Client$930K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 1.20% |
| $1.1M+ | 1.20% |
For combined family assets of $1,100,000 and above, clients can choose between a 1.2% management fee or a performance-based fee (12% or 24% of capital gains). Fees may be reduced for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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