A complete list of active advisors currently associated with Renaissance Advisors
Warmer can help you find a great advisor at Renaissance Advisors or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates and business entities, and also acts as a 3(21) advisor for employer retirement plans. It reports approximately $147.5 million in discretionary assets under management across several hundred client relationships and offers ongoing portfolio monitoring, investment selection and plan-level fiduciary support. Investment decisions draw on a mix of fundamental, technical, charting and cyclical analysis and are implemented on a discretionary basis consistent with each client’s objectives and risk tolerance. Uncommonly for a firm of this size, it offers a performance-fee option for qualified clients (generally accounts with at least $1.1 million managed or specified net worth), charging a reduced asset fee plus a 10% performance fee above a high-water mark, with performance fees calculated annually and billed in arrears. What distinguishes the firm from many peers is the use of performance-based fees alongside traditional percentage-of-AUM billing, a structure that the firm discloses can create side-by-side conflicts and that it says it seeks to mitigate through procedures and oversight. The advisory team also has affiliated insurance and other professional activities that generate outside compensation and ancillary benefits from its custodian relationships (including access to research and platform services); those relationships and the potential conflicts are disclosed in the brochure.
To learn more about the advisors currently working at Renaissance Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ridgeland, MS
| 11
| |
Ridgeland, MS
| 23
| |
Ridgeland, MS
| 10
| |
Ridgeland, MS
| 4
|
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