Revisor Wealth Management offers customized investment solutions through personal interaction and discretionary investment management. They construct portfolios using low-cost mutual funds and exchange-traded funds (ETFs). Revisor also provides financial planning services covering investment, retirement, education savings, and charitable giving. They may refer clients to other specialists as needed. Revisor also provides investment sub-advisory services to other financial professionals.
Assets Under Management$2.1B
Clients3,090
Advisors7
Avg. per Client$670K
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 may be negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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