Reliant Investment Management LLC provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Reliant Investment Management creates a personalized investment policy statement for every client and constructs a portfolio using mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products such as annuities, equities, exchange-traded funds, and non-United States securities. Financial planning is included as a complimentary service. The firm requires clients to hold their accounts at specific custodians such as Charles Schwab or Fidelity and maintains the authority to make trades without asking first.
Fee Structure
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. Fees are billed monthly in arrears based on the average daily balance.