Releve Financial Group
Woodbury, Minnesota
5.0
1 Review
Releve Financial Group, based out of Woodbury, MN, is a small investment advisory firm with a team of 8 dedicated professionals. With 4 experts specializing in investment advisory services, they offer comprehensive financial guidance to their clients. Releve Financial Group's compensation structure encompasses various types, ensuring flexibility and tailored solutions for their clients' needs. With over 240 individual clients, Releve Financial Group manages an impressive $146,983,000 in assets. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, showcasing their extensive ex...
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Assets Under Mgmt

$146.98M

Investment Professionals

4

Locations

1

% 401K & Individual

55%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.