Rennie & Associates develops and implements financial plans tailored to each client's situation. They advise on insurance, estate, tax, education, investment, and retirement planning. The firm uses no-load mutual funds and ETFs as preferred investment vehicles. Rennie & Associates does not manage client assets or trade on their behalf; clients maintain total control of their investments.
Fee Structure
After the initial financial plan, Rennie & Associates offers optional annual retainer fees ranging from $1,000 to $15,000 for periodic plan updates. The retainer fee is determined in advance. You'll be invoiced at the end of each annual period. Fees may be prepaid, but no refunds are provided.
Rennie & Associates charges between $2,500 and $15,000 for the preparation of an initial written financial plan. The fee depends on the size and complexity of the plan. They also assist with implementing the initial plan for six months at no additional charge. For unique requirements not consistent with the above, they charge $150 per hour.