Josiah Hunter
Josiah Hunter is a registered investment advisor at Revolution Wealth, LLC, based in Chantilly, VA, with 7 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 77 clients with $54M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
5180 Parkstone Dr Suite 240, Chantilly, VA, 20151
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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 →Other Business ActivitiesSells Insurance
Josiah owns Lindsey Business Group, offering various insurance products, dedicating about half of his time, with about a quarter of his time during securities trading hours. He also owns JR Hunter Inc, a CPA/Tax Prep business, spending about 10-20% of his time, none of which is during securities trading hours.
Employment History
Current Registrations
Revolution Wealth, LLC
State Registrations1 state
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