Revere Wealth Management offers investment advice on both a discretionary and non-discretionary basis to individuals and institutions. They focus on fixed-income securities, equity, exchange traded funds, mutual funds, and money market funds. Revere uses fundamental, technical, and macro investment approaches, tailoring services to client's objectives, risk tolerance, and preferences.
Fee Structure
Revere Wealth Management offers two fee schedules: a flat fee schedule and a ladder fee schedule. Both are based on the value of your portfolio. The individual advisor can choose either schedule, and clients can request one over the other.
Revere Flat Fee Schedule:
- $0 to $249,999: 2.5% per year
- $250,000 to $499,999: 2.25% per year
- $500,000 to $999,999: 2% per year
- $1,000,000 to $3,000,000: 1.5% per year
- More than $3,000,000: 1% per year
Revere Ladder Fee Schedule:
- Assets up to $249,999: 2.5% per year
- Assets between $250,000 to $499,999: 2.25% per year
- Assets between $500,000 to $999,999: 2% per year
- Assets between $1,000,000 to $3,000,000: 1.5% per year
- All assets over $3,000,000: 1% per year
Fixed-income portfolios are billed at 1% regardless of the chosen fee schedule, unless otherwise stated. Fees are negotiable.