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Marvin Riddle

15 Years of Experience
Marietta, GA

Marvin Riddle is a registered investment advisor at Rev Capital, LLC, based in Marietta, GA, with 15 years of industry experience. Marvin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$757K average
Assets Under Management
$56.8M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

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.

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Location

Marietta, GA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Rev Capital, LLC
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Kalos Management
October 2011 - February 2016 · 4 yrs 4 mos
Hantz Financial Services, INC.
February 2011 - October 2011 · 8 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.