Renaissance Advisors manages investment portfolios and offers personalized financial planning services for individuals, high net worth clients, trusts, estates, and businesses. Renaissance Advisors builds custom investment portfolios based on each client's goals, time horizon, and risk tolerance, and maintains the authority to make trades on the client's behalf. In addition to standard asset management, Renaissance Advisors offers financial planning covering retirement strategies, cash flow analysis, risk management, and estate preservation. The team also advises on federal retirement plan rules for employers. Renaissance Advisors is owned by Blake Headley and operates out of Ridgeland, Mississippi.
Fee Structure
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 may alternatively choose a fee of 0.75% plus a 10% performance fee.