Revolution Partners is a registered investment advisor based in Memphis, Tennessee, offering personalized wealth management, investment portfolio oversight, financial planning, and retirement plan consulting. The firm builds goals-based wealth management strategies utilizing a mix of internal security selection and independent money managers, focusing on diversification and long-term planning. In addition to managing traditional investment portfolios, Revolution Partners aggregates outside accounts such as 529 college savings plans and variable annuities to provide a holistic view of a client's financial picture. The firm provides financial planning covering retirement, cash flow forecasting, tax and estate planning, and business planning. Revolution Partners also offers retirement plan consulting services to corporate plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Certain investment strategies like an income strategy or accounts with large concentrated positions are discounted to 0.25% annually. Fees are negotiable.