Jason Revland is a registered investment advisor at Revland Wealth Advisors, based in Ambler, PA, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Revland Wealth Advisors charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Some clients may be offered a performance-based fee of 10% of the gains in their account instead of an asset-based fee.
Location
Ambler, PA
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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.
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Jason provides non-advisory business consulting services. This activity requires minimal time.
Employment History
Current Registrations
Revland Wealth Advisors
Previous Registrations
Blueprint Capital Management, LLC
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.