Kyle Kadish

Revere Wealth Management offers two fee schedules: a flat fee schedule and a ladder fee schedule. Both are based on the value of your portfolio. The individual advisor can choose either schedule, and clients can request one over the other.

Revere Flat Fee Schedule:

• $0 to $249,999: 2.5% per year
• $250,000 to $499,999: 2.25% per year
• $500,000 to $999,999: 2% per year
• $1,000,000 to $3,000,000: 1.5% per year
• More than $3,000,000: 1% per year

Revere Ladder Fee Schedule:

• Assets up to $249,999: 2.5% per year
• Assets between $250,000 to $499,999: 2.25% per year
• Assets between $500,000 to $999,999: 2% per year
• Assets between $1,000,000 to $3,000,000: 1.5% per year
• All assets over $3,000,000: 1% per year

Fixed-income portfolios are billed at 1% regardless of the chosen fee schedule, unless otherwise stated. Fees are negotiable.