Renovate Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and more. Ongoing financial planning is available for a monthly fee. Renovate Financial Planning primarily practices passive investment management.
Assets Under Management$15M
Clients28
Advisors1
Avg. per Client$540K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
