Releve Financial Group

Relevé Financial Group, LLC, established in 2016 and located in Woodbury, Minnesota, offers full-service wealth management services through the RFG Wrap Fee Program. As the sole Portfolio Manager, RFG provides asset management services tailored to individual client goals, risk tolerance, and objectives. Clients can opt for discretionary or non-discretionary portfolio management under the Program, which includes investment strategies, asset allocation, and ongoing monitoring. The firm charges an annual investment advisory fee not exceeding 2% based on total assets managed, billed quarterly in advance. Clients have the option to terminate the agreement within five business days with no penalty. RFG may group related client accounts for fee purposes. The firm does not charge performance-based fees or engage in side-by-side management. Investment strategies include fundamental and technical analysis, charting, cyclical analysis, and quantitative analysis. RFG discloses risks associated with various investments, such as interest-rate, inflation, and liquidity risks. The firm does not vote proxies on behalf of clients and provides regular account statements and reports. RFG's Code of Ethics ensures affiliated persons act in clients' best interests, and the firm does not recommend securities in which it has a material financial interest. Clients receive ongoing account reviews and updates on financial plans. RFG does not compensate for client referrals and has no financial commitments impairing its fiduciary obligations.