Revolution Partners works with clients to determine appropriate investment allocations, using professional money managers or investments selected by their Investment Committee. They track investments daily and provide periodic reviews. Revolution Partners offers financial planning, pension consulting, and investment management services. They may also advise on accounts held away, such as 529 plans and variable annuities.
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% |
Revolution Partners may offer a lower fee schedule with a separate fee rate for an account in certain specific investment strategies and services. Currently, Revolution Partners offers an Income Strategy and discounts the rate for assets in those accounts to 0.25% annually. Additionally, the Firm offers a reduced service for maintaining accounts as transferred, for example large, concentrated equity positions and exceptionally low-cost basis securities. These accounts are charged 0.25% annually.