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Hugh Walmsley

21 Years of Experience
Memphis, TN

Hugh Walmsley is a registered investment advisor at Reliant Investment Management, LLC, based in Memphis, TN, with 21 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 283 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
283 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Reliant Investment Management's fees are based on a percentage of your portfolio's value. The specific percentage depends on the type of assets in your portfolio:

  • Stocks: 1.00% per year
  • Stocks & Bonds: 0.75% per year
  • Bonds: 0.50% per year
  • Cash Management: 0.25% per year

Fees for portfolios over $50 million may be negotiable. Special projects may be undertaken on an hourly fee basis.

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Location

1715 Aaron Brenner Drive, Suite 504, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Reliant Investment Management, LLC
March 2004 - Present · 22 yrs 2 mos
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.