Advisor at Reliance Investing, Inc.
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
Reliance Investing, Inc.
Location
Sandy, UT 84070
Credentials
Series 63, Series 65, Series 66
Industry experience
24 years
Joseph Ney is a financial advisor with Reliance Investing, Inc. and Ney Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Reliance Investing since 2014 and is currently transitioning his practice to Ney Wealth Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts, emphasizing coordinated retirement advice and ongoing portfolio monitoring. The firm manages diversified, systematic portfolios across global equities and fixed income, typically on a discretionary basis, and serves primarily non-high-net-worth clients.
Based on Reliance Investing, Inc.
$0+: Up to 2% annually (negotiated case-by-case) $0+: Up to 1% annually for Pension Consulting (negotiated case-by-case)
Insurance commissions earned by some Investment Advisor Representatives for insurance products, separate from advisory fees
Fee-only: Fee-only discretionary portfolio management services; fees based on percentage of AUM
9980 South 300 West, Suite 200
Sandy, UT 84070
Utah · Washington
Ney Wealth Management, Inc.
2022 - Present (4 years)
Reliance Investing, Inc.
2014 - Present (12 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
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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.
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