Reliance Financial Group (RFG) offers investment management using model portfolios or customized portfolios. RFG also provides financial planning services, covering personal finances, taxes, investments, insurance, retirement, and estate planning. RFG uses the SEI Asset Management Program or individual portfolio management with mutual funds and ETFs available through Schwab Institutional OneSource program.
Assets Under Management$27M
Clients47
Advisors1
Avg. per Client$570K
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable for specialized investment services. RFG also offers a fixed fee option ranging from $2,500 to $10,000 per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...