Renaissance Wealth Management offers ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Renaissance Wealth Management creates an investment policy statement for each client to guide asset allocation, security selection, and regular portfolio monitoring. The firm's investment advice generally covers mutual funds, fixed income securities, insurance products including annuities, equities, exchange-traded funds, and non-U.S. securities. In addition to investment management, Renaissance Wealth Management provides comprehensive financial planning covering net worth statements, cash flow analysis, retirement strategies, long-term investment plans, tax reduction strategies, and estate preservation. Renaissance Wealth Management serves individuals and high-net-worth individuals, requiring a minimum investment of $100,000, which the firm may waive at its discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.85% |
| $2.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
In certain circumstances, depending on a client's needs and services to be performed, a different fee schedule may be negotiated.