Casey Rench is a CFA, CFP-designated registered investment advisor at Relevance Capital Management, based in Denton, TX, with 12 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 272 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable based on various factors.
Fee Estimator
Location
2556 Lillian Miller Parkway, Suite 105, Denton, TX, 76210-7207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Relevance Capital Management
State Registrations1 state
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