Relation Wealth Management provides customized wealth management services, combining discretionary investment management with comprehensive financial planning. The firm builds portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, option contracts, alternative investments, and real estate investment trusts. Relation Wealth Management works closely with each client to understand their goals, risk tolerance, and time horizon before designing a long-term investment strategy. In addition to portfolio management, the firm offers financial planning covering retirement, personal savings, education funding, insurance needs, and tax-efficient strategies. Relation Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.52% |
Fees may be negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.