A complete list of active advisors currently associated with Relic Wealth Management LLC
Warmer can help you find a great advisor at Relic Wealth Management LLC or one who fits your needs even better.
Relic Wealth Management LLC provides asset management, financial planning and retirement plan consulting to a mix of individual investors, trusts, corporations and employee benefit plans. Services described in the brochure include discretionary portfolio management across public and private securities, standalone financial plans or consultations, and ongoing consulting for employer-sponsored retirement plans. The firm says it tailors investment strategies to clients’ objectives and monitors portfolios regularly, employing a range of analytical methods such as fundamental, technical, quantitative, cyclical and sector analysis. Portfolios may include individual stocks and bonds, ETFs, options, REITs and other alternative investments, and the firm includes complementary financial planning as part of its asset management offering. Relic is atypical for a small independent adviser in that it may enter performance‑based fee arrangements with qualified clients—using a share of net profits subject to a high‑water mark—while also providing retirement plan and pension consulting and accepting institutional portfolio engagements under ERISA fiduciary responsibilities. The combination of performance‑linked compensation, institutional pension work, and use of broader strategies (including alternatives, options and short sales) sets its practice apart from many peers.
To learn more about the advisors currently working at Relic Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ponder, TX
| 0
| |
Ponder, TX
| 7
|
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