Yuelin Liu is a registered investment advisor at Revere Wealth Management LLC, based in New York, NY, with 1 years of industry experience. Yuelin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 101 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Revere Wealth Management offers two fee schedules: a flat fee schedule and a ladder fee schedule. Both are based on the value of your portfolio. The individual advisor can choose either schedule, and clients can request one over the other.
Revere Flat Fee Schedule:
- $0 to $249,999: 2.5% per year
- $250,000 to $499,999: 2.25% per year
- $500,000 to $999,999: 2% per year
- $1,000,000 to $3,000,000: 1.5% per year
- More than $3,000,000: 1% per year
Revere Ladder Fee Schedule:
- Assets up to $249,999: 2.5% per year
- Assets between $250,000 to $499,999: 2.25% per year
- Assets between $500,000 to $999,999: 2% per year
- Assets between $1,000,000 to $3,000,000: 1.5% per year
- All assets over $3,000,000: 1% per year
Fixed-income portfolios are billed at 1% regardless of the chosen fee schedule, unless otherwise stated. Fees are negotiable.
Location
560 Lexington Avenue, 16th Floor, Suite B, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Revere Wealth Management LLC
Revere Securities LLCBroker
State Registrations1 state
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