Revisor Wealth Management is a registered investment advisor based in Akron, Ohio, offering customized investment management and financial planning services to individuals, families, and businesses. Revisor Wealth Management creates personalized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as cryptocurrencies and options strategies. The firm works to identify each client's investment goals, risk tolerance, and financial situation to build a long-term investment strategy. In addition to direct portfolio management, Revisor Wealth Management offers financial planning and consulting covering retirement, tax, and education planning, as well as third-party asset management services and sub-advisory support for other financial professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable at the sole discretion of Revisor Wealth Management. Certain clients may be charged a fixed annual rate or fixed annual dollar amount.