Relic Wealth Management offers investment advice and financial planning to individuals and other clients. As a fiduciary, Relic is legally required to act in the client’s best interest. Services include creating and managing investment portfolios with stocks, bonds, ETFs, and mutual funds, as well as standalone financial planning covering retirement, estate, tax, and education planning. Relic also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Relic Wealth Management offers asset management services where they create and manage a portfolio for you. They charge a maximum of 2.00% annually for this service. The exact fee will be outlined in your agreement. Fees are billed monthly, based on the average daily value of your account. Financial planning and consulting are included at no extra cost as part of the asset management service.