ReLion Assets Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,390,141
Total clients
27
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$273,709
About
ReLion Assets Management provides discretionary portfolio management and fixed‑fee financial planning to individuals, high‑net‑worth clients, and select corporate or business clients. The firm manages roughly $7.4 million across a limited number of client relationships and delivers periodic reviews and written financial plans to support client objectives.
Investment decisions are informed by a mix of fundamental analysis — used in financial planning and insurance reviews — and technical analysis for individual equities and options, with client objectives documented in investment policy statements and accounts reviewed at least quarterly. The firm manages accounts under discretionary authority and maintains custody relationships with a national broker‑dealer platform; clients receive regular custodian statements and confirmations.
Noteworthy for an independent adviser of its size, the managing member maintains an affiliated insurance agency and spends a portion of time selling insurance products, a practice disclosed in the brochure and identified as a potential conflict that the firm addresses through fiduciary disclosures and client choice. The willingness to serve corporate/business clients (a relatively uncommon client type among peers) combined with negotiable planning arrangements and the option to implement plans through the advisory practice distinguishes its service mix from many similarly sized independent firms.
Client services
Expertise
Fee options
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)
Main office location
ReLion Assets Management, LLC
Rancho Mirage CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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