Reliant Wealth Advisory

Fee-Only (% of Portfolio)

Reliant Wealth Advisory is a registered investment advisor founded in 2025 and located in Hoboken, New Jersey. The firm provides discretionary and non-discretionary investment management, building portfolios tailored to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Reliant Wealth Advisory offers general wealth advisory guidance, which covers cash management, tax-aware investment strategies, and asset allocation discussions. The firm primarily serves individuals, high-net-worth families, and small business owners. Reliant Wealth Advisory does not require a minimum account size to open an account, and client assets are held securely with an independent qualified custodian.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

All fees are negotiable at the firm's sole discretion. The firm may also offer a negotiated flat annual fee as an alternative to the asset-based schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Reliant Wealth Advisory - Fees, AUM & Advisors | TrueAdvisor