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
Sacramento, CA 95814
Credentials
Series 63, Series 65
Industry experience
12 years
Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.
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
500 Capitol Mall, 2350
Sacramento, CA 95814
California · Utah · Washington
Reliance Investing, Inc.
2023 - Present (3 years)
Investment Only Annuities, LLC
2020 - Present (6 years)
Steele Asset Management
2011 - 2020 (9 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.
Series 63, Series 65
Sacramento, CA
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