Relevé Financial Group is a wealth management firm based in Scottsdale, Arizona, founded by Dawn Jurkovich in 2016. The firm offers comprehensive wealth management, investment portfolio management, and financial planning services. Clients can choose between discretionary management—where the firm makes trades on their behalf without prior approval—and non-discretionary management. In addition to traditional investment management, the firm operates an online educational and coaching platform called LIVE WELLthy, which helps individuals build financial plans and improve financial literacy through subscription-based online content. Relevé Financial Group also covers the cost of annual tax-preparation services for qualifying clients who maintain at least $500,000 in assets under management.
Fee Structure
Relevé Financial Group offers investment management services through its wrap fee program, but the brochure does not disclose specific percentage-based fee schedules or tiers for investment management. Clients should contact the firm directly for fee details.