Renaissance Advisors provides investment management services where they manage client investments based on their goals and risk tolerance. They also offer services to retirement plans, acting as an advisor to plan sponsors. Additionally, Renaissance provides financial planning services covering various topics like retirement, cash flow, and estate preservation. Clients can impose restrictions on their investments.
Assets Under Management$150M
Clients338
Advisors2
Avg. per Client$450K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable. Qualified Clients are charged an asset-based management fee of 0.75% on all assets under management and a performance-based fee of 10% on any increase above a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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