Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,549 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$2.8B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Renaissance charges fees based on a percentage of assets under management, calculated at the end of each billing period. The standard practice is to bill quarterly in advance. Clients may also incur additional fees such as trade commissions and custodial fees. Fee schedules can be modified. The firm does not have a minimum account size or charge a standard minimum annual fee. Fees can be negotiated based on client circumstances.

Areas of Practice
Investment Management
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Advisor Information

Office location

50 E. Rivercenter Blvd., Suite 1200, Covington, KY, 41011

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Renaissance Investment Management
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Goelzer Investment Management
April 2021 - June 2023 · 2 yrs 2 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Patrick J Martinak - Financial Advisor | AdvisorDiscover