Robert Revels is a CFA, CFP-designated registered investment advisor at Piecapital, based in Raleigh, NC, with 6 years of industry experience. Robert 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 18 clients with $35M 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 $1.5M | 1.25% |
| $1.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
555 Fayetteville Street Suite #300, Raleigh, NC, 27601
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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 Activities
Robert is the author of a children's book about finance and serves on the board of Strong Gray Line Corporation, a charity, in an unpaid position.
Employment History
Current Registrations
Piecapital
Previous Registrations
Secrest Blakey & Associates, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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