Revolve Wealth Partners provides financial planning, consulting, and investment management services. Financial planning includes business, cash flow, trust, estate, investment, insurance, retirement, risk management, charitable giving, distribution, and tax planning. Investment management involves allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Revolve Wealth Partners also offers access to Vanilla, an estate planning software.
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% |
For private placement investments, there is also an annual administrative and due diligence fee of 0.25%. A lesser fee of up to 0.50% may be charged for assets not being managed but where consulting services are provided. The firm can impose a minimum fee that will be agreed upon by the client.