Emily Dafferner is a CFP-designated registered investment advisor at Reliant Investment Management, LLC, based in Memphis, TN, with 7 years of industry experience. Emily 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1715 Aaron Brenner Drive, Suite 504, Memphis, TN, 38120-1446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Reliant Investment Management, LLC
State Registrations3 states
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