Reliance Financial Group
Many Services, One Fee
Fee only asset management bundles together a variety of valuable investment services for one fee. These include:
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Completing a personalized investment profile that will help you set your objectives;
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Developing a written Investment Policy Statement (IPS) as a framework for investment strategy and decisions;
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Developing an asset allocation strategy that matches your risk and return profile;
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mplementing an investment strategy;
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Helping you evaluate and select asset managers;
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Rebalancing to keep your allocation in line;
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Updating you via monthly statements and quarterly performance reports to keep you informed of results;
RFG Inc will also be available to conduct periodic strategic reviews in which we will evaluate both your allocation and managers, as well as assess your progress toward long-term goals. Our continuing service is an integral part of this fee only asset management package.
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In a fee only asset management account, you are not exposed to front-end brokerage charges that reduce the dollars you put into investment markets.
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You will not be exposed to back-end exit charges that penalize you for moving your money, even if a manager is under-performing.
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This fee is paid concurrently with the professional services rendered, much as you would pay for legal or medical professional services.
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Fee only asset management enables financial professionals to provide services in much the same way as other professionals.
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The fee is in proportion to the assets under management. That means it will not increase unless you make progress building assets.
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Your objectives and ours are aligned. Our fee depends on how successful you are with your investments over time.