Render Financial offers personalized financial planning and investment advisory services. These services include investment recommendations, assessment of financial objectives, risk assessment, cash flow management, retirement planning, estate planning, tax planning, and insurance review. Render Financial tailors its services to meet each client’s individual financial goals, risk tolerance, and investment preferences.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.50% |
Fees are $350/month plus 0.50% of assets under management (AUM) for AUM of $250,000 or more. The Investment Management Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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