Reliant Investment Management offers investment management services, primarily discretionary, using stocks, bonds, mutual funds, and other securities. They tailor services to each client's needs, including setting asset allocation targets. Reliant also provides investment consulting services, such as one-time portfolio evaluations and 401k advice. They may participate in wrap fee arrangements with third parties, but currently have none.
Assets Under Management$1.4B
Clients283
Advisors8
Avg. per Client$5M
Avg. per Advisor$180M
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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