Renaissance Wealth Management (RWM) offers portfolio management based on individual client goals, including creating an investment policy statement. RWM also provides financial planning services, covering net worth, cash flow, retirement, investments, tax reduction, and estate preservation. RWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. RWM tailors programs for each client and may use model portfolios.
Assets Under Management$49M
Clients143
Advisors2
Avg. per Client$340K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.85% |
| $2.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees may be negotiable depending on client needs and services performed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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