Rinascita, LLC provides ongoing asset management services to clients by determining their individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$45M
Clients14
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The maximum annual fee of 1.00% applies only to those accounts participating in Rinascita’s option writing strategy. The annual fee may be negotiable for family members and/or clients with assets over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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