William Downey is a registered investment advisor at Rev Capital, LLC, based in Marietta, GA, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rev Capital charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.35% to 1.75% depending on the amount you invest and the type of portfolio you choose based on your goals. Consulting services are included in these fees, but unique circumstances may require a separate agreement for financial planning services.
Location
Marietta, GA
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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.
Learn about disclosures →Employment History
Current Registrations
Rev Capital, LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, 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.