Reliant Investment Management (RIM) offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. RIM creates an Investment Policy Statement outlining your current situation and constructs a plan to select a portfolio matching your specific needs. Financial planning is included as a complimentary service.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.35% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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