How does the advisor help clients – Key Takeaways:
RENAUD & COMPANY, LLC is a highly experienced and reputable financial advisory firm that helps clients achieve their financial goals. With a focus on providing personalized and comprehensive financial solutions, RENAUD & COMPANY, LLC strives to build long-term relationships with each and every one of their clients.
Facts and Insights:
Founded in 2001, RENAUD & COMPANY, LLC has been in business for over 20 years and has a team of 10 highly qualified advisors. As of December 2020, the firm has over $500 million in assets under management, working with a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
RENAUD & COMPANY, LLC offers a wide range of financial services to help clients manage their portfolios, including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management.
Client Types:
The firm serves a diverse client base, including high-net-worth individuals, families, business owners, and institutions.
Fees & Compensation:
RENAUD & COMPANY, LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management, which encourages the advisor to grow the client’s portfolio.
Background:
RENAUD & COMPANY, LLC was founded by John J. Renaud, who has over 30 years of experience in the financial industry. He holds the Certified Financial Planner (CFP) designation, which demonstrates a commitment to the highest ethical and professional standards in the industry.
Financial Advisor Disclosures to Know:
RENAUD & COMPANY, LLC has a clean record with no disciplinary actions or regulatory sanctions. As a Registered Investment Advisor (RIA), they are held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients.