Revland Wealth Advisors offers customized investment solutions and financial planning to high-net-worth individuals, families, trusts, and estates. As a fiduciary, Revland Wealth Advisors has a duty of loyalty, fairness, and good faith toward each client. Investment portfolios are constructed using individual equity securities, ETFs, covered options, and alternative investments. Financial planning services are included with investment management or offered separately, covering investment, retirement, personal savings, and education savings.
Fee Structure
Revland Wealth Advisors charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Some clients may be offered a performance-based fee of 10% of the gains in their account instead of an asset-based fee.