Relevant Financial Advisors provides independent, comprehensive financial planning and investment advice to individuals and their families. This includes advice related to business, cash flow, charitable giving, education funding, estate planning, liabilities, insurance, investments, retirement, and taxes. Recommendations are tailored to each client's individual circumstances. Relevant also works with clients' existing advisors and may suggest new advisors.
Assets Under Management$35M
Clients31
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Relevant Financial Advisors does not directly manage investments. Instead, fees are based on your overall net worth, not just the assets they manage. They offer two service tiers:
- Concierge/Personal CFO: Includes monthly meetings, weekly communication, attendance at meetings with other professionals, review of private investments, and customized investment portfolios.
- Traditional: Includes up to 4 meetings per year and standardized investment portfolios managed on a discretionary basis.
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