Reliance Capital Holdings offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and may direct clients to third-party money managers. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients can impose restrictions on investments, but Reliance Capital Holdings may terminate the relationship if the restrictions are too limiting.
Assets Under Management$4.9M
Clients35
Advisors1
Avg. per Client$140K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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