Renew Family Wealth provides personalized financial advice and manages investments for individuals, families, and retirement plans. Renew Family Wealth offers financial planning, investment portfolio management, and pension consulting services. The firm creates customized plans to help clients achieve their financial goals.
Assets Under Management$94M
Clients92
Advisors4
Avg. per Client$1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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