Revalue is a registered investment advisor that offers investor guidance, financial consulting, and investment management services to individuals and mission-driven institutions. Revalue's services include access to an online community platform, financial planning software, and investment policy statement preparation. Revalue focuses on values-driven investing and seeks to meet the needs of investors at all levels of sophistication.
Assets Under Management$100M
Clients185
Advisors4
Avg. per Client$560K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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