Reliance Wealth Management helps clients build, grow, manage, and protect their wealth. They specialize in investment for financial independence, including retirement investing and income replacement strategies. Reliance Wealth manages investments and offers financial planning as a standalone service or included with investment management. They may use a third-party platform provider for portfolio services.
Assets Under Management$130M
Clients302
Advisors5
Avg. per Client$440K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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