Reliant Capital Management offers investment management and consulting services tailored to each client's financial situation, investment goals, and risk tolerance. The firm uses fundamental analysis and may employ technical analysis. They construct portfolios using stocks, ETFs, mutual funds, and individual bonds, following a long-term buy-and-hold strategy.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
If a client's account holds solely fixed income instruments defined as government securities, corporate bonds and/or preferred stock, the adviser's management fee shall be a flat 0.25% of the face amount of the fixed income securities managed by the Adviser.