Renaissance Wealth Advisors offers comprehensive wealth advisory services that combine ongoing financial planning and investment management. Renaissance Wealth Advisors helps clients identify their financial goals, risk tolerance, and time horizon to build custom investment portfolios using exchange-traded funds, mutual funds, individual stocks, and individual bonds. In addition to managing investments, Renaissance Wealth Advisors provides financial planning covering investment planning, retirement planning, estate planning, personal savings, education savings, health savings accounts, and cross-border family considerations. Renaissance Wealth Advisors operates as a registered investment advisor with the Securities and Exchange Commission and serves as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are assessed at a rate of up to 0.75% annually, billed monthly in advance based on the prior month-end portfolio value.