Jane Bunch is a registered investment advisor at Revalue LLC, based in Howell, MI. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 185 clients with $100M 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 $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees negotiable for assets above $10 million.
Fee Estimator
Location
4337 E. Grand River Ave, #299, Howell, MI, 48843
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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
Revalue LLC
Previous Registrations
Revalue LLC
State Registrations3 states
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