RLN Wealth, LLC is a registered investment advisor located in Plymouth, Minnesota, founded in 2023 and led by Ryan Nelson. RLN Wealth provides personalized investment management and financial planning services for individuals and high net-worth clients. For investment management, RLN Wealth partners with independent third-party investment managers, such as GeoWealth Management, to build and manage portfolios while assisting clients with asset allocation, goal identification, and ongoing portfolio reviews. For financial planning, RLN Wealth offers both ongoing and project-based engagements covering a wide variety of topics, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance analysis, retirement planning, risk management, and tax planning strategies. RLN Wealth operates as a fee-only firm, meaning compensation is received solely from clients, and does not accept commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable and paid quarterly in advance. Minimum annual fee of $6,500 applies. Investment management clients may receive ongoing financial planning at no additional cost.
