Reliant Investment Partners manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$230M
Clients627
Advisors3
Avg. per Client$370K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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