RelyOn Financial Advisors offers financial planning, wealth management, and financial consulting services to individuals, high net worth individuals, corporations, and non-profit organizations. RelyOn uses a quantitative approach to investment management, focusing on asset allocation and diversification with low-cost mutual funds and ETFs. RelyOn acts as a fiduciary and is compensated on a fee-only basis, meaning RelyOn does not sell commissioned products or receive referral fees.
Assets Under Management$23M
Clients19
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Client accounts may be aggregated for fee calculations. Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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