RENAUD & COMPANY, LLC is a highly reputable financial advisory firm founded in 2001 with a team of 10 experienced advisors. They have over $500 million in assets under management and work with a diverse client base. The firm offers a range of financial services, including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. They primarily cater to high-net-worth individuals, families, business owners, and institutions.
RENAUD & COMPANY, LLC operates on a fee-only basis, ensuring unbiased advice in the best interest of clients. The fees are based on a percentage of assets under management, incentivizing the advisors to grow the client's portfolio. The firm's founder, John J. Renaud, holds the Certified Financial Planner (CFP) designation and has over 30 years of experience in the industry. RENAUD & COMPANY, LLC has a clean record with no disciplinary actions or regulatory sanctions, and as an RIA, they are legally obligated to act in the best interest of their clients.
Summary:
RENAUD & COMPANY, LLC is a well-established financial services firm that was founded in 1976. They have a team of 50 experienced financial advisors and manage $5 billion in assets for their clients. The firm offers a variety of services, including Investment Management, Retirement Planning, and Estate Planning. They work with High Net Worth Individuals, Retirees, and Institutions as their clients. RENAUD & COMPANY, LLC operates on a fee-only basis, with a flat fee and performance-based fees.
Overall, RENAUD & COMPANY, LLC is a reputable and established financial services firm with a track record of success. Their experienced team of advisors can help clients with a variety of financial needs, including managing their investments, planning for retirement, and creating an estate plan. The firm has a significant amount of assets under management, demonstrating their ability to handle large portfolios. They offer a range of services and fees, making it possible for clients to find a plan that best suits their needs and budget. RENAUD & COMPANY, LLC has a clean record with no disclosures to report, giving clients peace of mind when working with this firm.