Renaissance Investment Group, LLC
Assets Under Management
$636.1M
Number of Clients
263
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$159.0M
Compensation
Fee-Only (AUM)
About This Firm
Renaissance Investment Group offers investment supervisory services, providing discretionary and non-discretionary investment advice based on clients' individual needs. They also offer financial counseling services to clients with over $1 million in investable assets under their management, incorporating estate, investment, cash flow, income tax, retirement, and risk management planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.70% |
| $7M+ | 0.55% |
Charitable accounts receive a 10% discount.
Fee Estimator
The annual fee for investment supervisory services is based on a percentage of assets under management. For the first $3,000,000, the fee is 1.00%. For the next $4,000,000, the fee is 0.70%. For assets over $7,000,000, the fee is 0.55%. Charitable accounts receive a 10% discount. They require a minimum account size of $500,000. Financial counseling is included for clients with at least $1 million of investable assets under management.
Areas of Practice
Location
45 Walker Street, Lenox, MA, 01240