Renaissance Wealth Advisors provides wealth advisory services to individuals, high net worth individuals, trusts, estates, businesses, and other investors. These services include ongoing financial planning and investment management. Renaissance Wealth Advisors acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith. Investment strategies are customized to each client's goals, risk tolerance, and financial situation.
Assets Under Management$110M
Clients93
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Investment advisory fees are paid monthly, in advance of each month, at a rate of up to 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...