Revolution Capital offers financial planning and investment management services. Financial plans are created based on the client's financial goals, risk tolerance, and time frame. Clients can specify restrictions on investments. The firm manages client assets on a discretionary basis.
Assets Under Management$44M
Clients72
Advisors2
Avg. per Client$610K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...