Rebecca Blumenshine is a registered investment advisor at Revalue LLC, based in Minneapolis, MN, with 1 years of industry experience. Rebecca 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
Minneapolis, MN
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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.
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Rebecca is the founder of Both/And Finance, a financial education and philanthropic coaching business, since 2022. She dedicates minimal time to this activity, occasionally during trading hours, and it is not investment-related.
Employment History
Current Registrations
Revalue LLC
Previous Registrations
Revalue LLC
Communitas Financial Planning Pbc
State Registrations3 states
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.