Assets Under Management
$2.1B
Number of Clients
3,090
Number of Advisors
8
Average Client AUM
$668K
AUM per Advisor
$258.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Revisor offers customized investment advisory solutions through continuous personal contact and discretionary investment management. They construct portfolios primarily with low-cost mutual funds and ETFs. Financial planning services are also offered, encompassing investment, retirement, and education savings. Revisor also provides sub-advisory services to financial professionals.
| Assets Under Management | 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 negotiable for accounts over $2,000,000.
2650 W. Market St., 2nd Floor, Akron, OH, 44333