Joseph Ney is a registered investment advisor at Reliance Investing, INC., based in Sandy, UT, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RELiANCE Investing charges a percentage of your portfolio to manage your investments. The exact fee is negotiated with each client, but the maximum fee is 2% per year. The fee depends on factors like account size, how actively you want your investments managed, and the complexity of your financial situation.
Location
9980 South 300 West, Suite 200, Sandy, UT, 84070
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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.
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Joseph is a Registered Investment Advisor Representative with Reliance Investing, Inc. since 2014, and is transitioning his business to Ney Wealth Management, Inc.
Employment History
Current Registrations
Reliance Investing, INC.
Previous Registrations
Ney Wealth Management, INC.
Ney Wealth Management
The Masters
Lefavi Financial Center
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.