Brad Zoltak is a CFA-designated registered investment advisor at Renaissance Investment Management, based in Covington, KY, with 6 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,549 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
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| Any | Included |
Fee Estimator
Location
50 E. Rivercenter Blvd., Suite 1200, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brad is a managing partner at Zoltak Partners LLC, a real estate holding company, since 2008. He dedicates minimal time to this non-investment related business.
Employment History
Current Registrations
Renaissance Investment Management
State Registrations1 state
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