Revere Asset Management offers investment advisory and consulting services, including portfolio management and asset allocation across various investment types. Revere manages client accounts using trend-following rules and aims to grow assets during market uptrends while protecting them during downtrends. Revere is a fee-based advisor, not selling securities for commission, and represents only its clients.
Assets Under Management$410M
Clients501
Advisors5
Avg. per Client$810K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Fixed income only accounts: 0.2% to 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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