RELiANCE Investing provides investment management services and retirement planning. They work with clients to coordinate their retirement goals and other life goals. RELiANCE uses diversified portfolios and a systematic strategy to manage investments. Investment recommendations may include mutual funds, exchange-traded funds, and other investments. RELiANCE acts as a fiduciary, putting client interests first.
Assets Under Management$30M
Clients147
Advisors3
Avg. per Client$200K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
RELiANCE Investing charges a percentage of your portfolio to manage your investments. The exact fee is negotiated with each client, but the maximum fee is 2% per year. The fee depends on factors like account size, how actively you want your investments managed, and the complexity of your financial situation.
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