ReLion Assets Management provides financial planning and investment management services. ReLion offers ongoing portfolio management services tailored to individual client goals, time horizons, and risk tolerance. Financial planning services cover wills, estate plans, investments, taxes, and insurance. ReLion's managing member also has an affiliated insurance business.
Assets Under Management$7.4M
Clients28
Advisors1
Avg. per Client$260K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...