Cost

COST
Affordable Services to Meet Your Needs

When a client’s assets under management are under $500,000, the Company charges a negotiable rate of $75-200 per hour for all services performed, depending upon the complexity of the case and the associate providing the services. When assets under management exceed $500,000, the Company charges a negotiable annual rate of:
• 2% on the first $500,000;
• 1.5% on $500,000 to $1 million; and
• 1% on assets exceeding $1 Million.

The Company also charges account setup fees as follows:
• Basic setup of first account $300;
• Each Additional account: $100.
Processing transfers from other custodians: $100 per account; Setup fees are payable either with application or from custodial account following setup. Actual fees are affected by the number of accounts and complexity of transfers and may be higher than stated. Please ask for a good faith estimate, if desired.

In situations where fees are based on a percentage of assets under management, the Company will charge a monthly fee of 1/12 of the aforementioned fee schedule, in arrears. When the Company has discretionary authority over client accounts, the Company will draw payment directly from client accounts; otherwise, the Company will invoice clients. The client may terminate the investment advisory contract with thirty days notice, in which case the Company will provide service for and charge the client through the current monthly billing cycle.

In situations that call for hourly charges, Reliant requires a deposit for initial engagements in the amount of the lesser of $500 or ½ of the lower end of the estimated fee range. The balance of fees due are payable immediately upon presentation of the deliverable to the Client. Services to be provided and the anticipated fee range are detailed in the written Service Agreement.