Relevance Capital Management manages investment portfolios and offers personalized financial planning and consulting services for individuals. Relevance Capital Management primarily builds equity portfolios focused on dividend-paying companies combined with fixed-income investments to generate a rising income stream and long-term capital appreciation. The firm tailors its services to each client's specific risk tolerance, time horizon, and liquidity needs. Relevance Capital Management can also provide stand-alone financial planning covering retirement analysis, distribution planning, social security, risk management, asset allocation, cash flow forecasting, estate planning, insurance needs, and charitable giving.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiated at the firm's discretion based on factors such as anticipated future assets, account composition, or pre-existing relationships.