Reliastar Capital Management offers investment advisory services including financial planning and portfolio management for individuals and small businesses. Reliastar Capital Management uses third-party money managers to manage client accounts, performing due diligence and ongoing reviews of these managers. Reliastar Capital Management also utilizes AE Wealth Management as a sub-advisor to access model portfolios and trading services. Reliastar Capital Management does not offer wrap fee programs directly but may invest in them through AE Wealth Management.
Fee Structure
Reliastar Capital Management uses third-party money managers for investment management. The total annual advisory fee will not exceed 1.45%. A portion of this fee is paid to Reliastar Capital Management, and the details will be in the third-party money manager's advisory agreement. The billing procedures vary based on the chosen third-party money manager.