Revolve Wealth Partners offers comprehensive wealth management, financial planning, consulting, and investment management services. Founded in 2017 and owned by Daniel L. Katz and Michael S. Israel, the firm builds globally diversified portfolios using mutual funds, exchange-traded funds, individual securities, independent money managers, and private placement investments. Revolve Wealth Partners provides personalized financial planning covering retirement, estate planning, tax strategies, business planning, and cash flow forecasting. The firm tailors its services to individual client needs, incorporating tax sensitivity and automatic portfolio rebalancing while adhering to a standard of acting in the client's best interest for retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable based on criteria such as anticipated future earnings, asset amounts, related accounts, and account composition. An additional 0.25% due diligence fee applies to private placement investments.