Rev Capital, LLC offers investment advice and manages portfolios for clients, taking into account their goals and objectives. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Rev Capital also provides financial planning consulting services including risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation and retirement planning. Managed accounts are available to individuals.
Fee Structure
Rev Capital charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.35% to 1.75% depending on the amount you invest and the type of portfolio you choose based on your goals. Consulting services are included in these fees, but unique circumstances may require a separate agreement for financial planning services.