Susan Huffman is a CFA-designated registered investment advisor at Reliant Investment Management, LLC, based in Memphis, TN, with 22 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 282 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by asset type: Stocks at 1.00%, Stock & Bond at 0.75%, Bonds at 0.50%, and Cash at 0.25%. Fees for portfolios exceeding $50 million are negotiable.
Fee Estimator
Location
1715 Aaron Brenner Dr, Suite # 504, Memphis, TN, 38120
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Reliant Investment Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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