Advisor at ReLion Assets Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ReLion Assets Management, LLC
Location
Rancho Mirage, CA
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Christian Choi is a CFP® with 17 years of industry experience and is the sole advisor at ReLion Assets Management, LLC in Rancho Mirage, CA. He has led ReLion since 2016 and also owns Christian Choi Insurance Services, where he spends a portion of his time providing insurance sales and services. ReLion Assets Management offers discretionary portfolio management and fixed-fee financial planning to individuals, high-net-worth clients, and select corporate/business clients. The firm combines fundamental and technical analysis in its investment approach and provides regular reviews and written financial plans tailored to client objectives.
Negotiable fixed fee between $500 and $2,000 for financial planning
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.40% annually $3,000,001+: 0.20% annually
Account minimum: $100,000 (may be reduced or waived at discretion)
Rancho Mirage, CA
California
ReLion Assets Management, LLC
2016 - Present (10 years)
Christian Choi Insurance Services
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Series 63, Series 65
Palm Springs, CA
Anthony J. Mancini, I.A.
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