Richard Rowehl
Richard Rowehl is a registered investment advisor at Revolve Wealth Partners, LLC, based in Hackensack, NJ, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 665 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
For private placement investments, there is also an annual administrative and due diligence fee of 0.25%. A lesser fee of up to 0.50% may be charged for assets not being managed but where consulting services are provided. The firm can impose a minimum fee that will be agreed upon by the client.
Fee Estimator
Location
411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 07601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the CEO of RP Entertainment, a family business providing DJ, karaoke, and trivia services, dedicating about 10-20% of his time. He also supports insurance services for Marsh & McLennan Agency LLC and is a trustee for Moose Lodge #318, spending minimal time on the latter.
Employment History
Current Registrations
Revolve Wealth Partners, LLC
Previous Registrations
Mma Securities LLC
Mma Securities LLCBroker
LPL Financial LLCBroker
Global Retirement Partners LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Commerce Capital Markets, INC.Broker
Commerce Capital Markets, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Dime Securities, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Painewebber IncorporatedBroker
Signet Financial Services,inc.Broker
Sheffield Investments, INC.Broker
The Dreyfus Service CorporationBroker
Royce Investment Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.