Relevant Wealth Advisors offers investment advice and manages portfolios for individuals and institutions. Services include consulting on financial needs, investment strategy, asset allocation, and securities selection. They also recommend portfolios of securities managed by other investment managers. Relevant Wealth Advisors develops personalized investment policies and provides wealth management services, including advice on personal assets, retirement plans, taxes, and business succession.
Fee Structure
Relevant Wealth Advisors manages investments for a fee based on the amount of your portfolio. The fee typically ranges from 0.5% to 1.5% annually. Fees may be negotiable. A minimum of $10,000,000 of assets under management is generally required, although this amount may be negotiable.