RLN Wealth provides investment management using third-party managers and financial planning services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. RLN Wealth works with individuals and high-net-worth individuals.
Assets Under Management$20M
Clients9
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
The above fee schedule includes the Outside Manager’s fee. Investment Management clients may elect to engage RLNW for Ongoing Financial Planning services at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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