Relevance Capital Management

Relevance Capital Management, operating as Rench Wealth Management, Inc., is an independent registered investment adviser established in January 2012 by James A. Rench. The firm specializes in investment management, financial planning, and consulting services. As of February 2, 2023, Relevance Capital Management had $304,162,377 in assets under management, managed on a discretionary basis. The firm tailors its services to meet individual client needs, primarily allocating assets among equity and fixed-income securities, mutual funds, ETFs, options, and REITs. Clients may also receive advice on legacy positions and other investments. The minimum initial investment is typically $1,000,000, but this requirement is negotiable. Relevance Capital Management charges investment management fees based on a percentage of assets under management, with fees prorated and charged quarterly. Financial planning and consulting services are offered at hourly or fixed rates, ranging from $100 to $400 per hour and $2,500 to $10,000 per project. The firm acts as a fiduciary, exercising investment discretion on behalf of clients and providing ongoing account reviews. Clients have the option to impose restrictions on their accounts, and the firm does not engage in performance-based fees or client securities voting. Relevance Capital Management does not have any disciplinary history or financial constraints that could impact client services.