Daniel Kimeldorf is a CFA, CFP-designated registered investment advisor at Revolve Wealth Partners, LLC, based in Hackensack, NJ, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 665 clients with $1.2B 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 $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
For private placement investments, there is also an annual administrative and due diligence fee of 0.25%. A lesser fee of up to 0.50% may be charged for assets not being managed but where consulting services are provided. The firm can impose a minimum fee that will be agreed upon by the client.
Fee Estimator
Location
411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 07601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Revolve Wealth Partners, LLC
State Registrations1 state
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