Renovate Financial Planning
Assets Under Management
$15.0M
Number of Clients
28
Number of Advisors
1
Avg. Portfolio per Client
$535K
Avg. Managed per Advisor
$15.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Renovate Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and more. Ongoing financial planning is available for a monthly fee. The firm primarily practices passive investment management using index mutual funds and exchange-traded funds.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningReal Estate InvestingAlternative InvestmentsFinancial Planning & CoachingHigh Net Worth
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Location
9298 Central Ave, Suite 400, Blaine, MN, 55449
