Revo Financial is a registered investment advisor offering personalized investment advisory services, including portfolio management, 401(k) portfolio management, and financial planning and consulting. Revo Financial helps clients design investment strategies tailored to their individual needs, utilizing proprietary model portfolios as well as third-party investment advisers and digital platforms. The firm's investment approaches range from tactical asset allocation and modern portfolio theory to quantitative and technical analysis. In addition to investment management, Revo Financial offers financial planning and consulting—which covers retirement planning, portfolio consulting, and estate planning document coordination through a third-party legal provider—as well as hourly consulting for needs beyond standard scopes. Revo Financial primarily serves individuals and high-net-worth individuals, managing assets on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Revo Financial's fee generally ranges up to 1.10%. If a third-party investment adviser is used, the combined fee will not exceed 1.71% on an annual basis. Revo Financial also offers proprietary strategies subject to a fixed fee of 0.45%. Fees are negotiable.