Renew Wealth offers wealth management services to individuals, high net worth individuals, trusts, and estates. This includes investment management and financial planning. Renew Wealth works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. They construct portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. Financial planning services may be included in a wealth management engagement or provided as a standalone engagement.
Assets Under Management$35M
Clients12
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$35M
www.linkedin.com/company/renew-wealth-management ·renewwealthmgmt.com ·www.instagram.com/renewwealth
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Subject to a minimum annual fee of $6,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...