Thomas Barber is a registered investment advisor at Relic Wealth Management LLC, based in Ponder, TX. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relic Wealth Management offers asset management services where they create and manage a portfolio for you. They charge a maximum of 2.00% annually for this service. The exact fee will be outlined in your agreement. Fees are billed monthly, based on the average daily value of your account. Financial planning and consulting are included at no extra cost as part of the asset management service.
Location
Ponder, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Relic Wealth Management LLC
State Registrations1 state
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