Revolution Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage assets with discretionary authority, selecting securities and executing transactions. Revolution Capital also offers pension consulting services to employee benefit plans and financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Revolution Capital is affiliated with Revolution Tax LLC, which provides accounting and tax services.
Fee Structure
Revolution Capital manages investment portfolios for a fee based on the value of your investments. The annual fee will not exceed 2%. A $25 per account, per quarter technology fee is also charged to cover technology and administrative costs, but this fee may be reduced or waived. Fees are negotiable and will be outlined in your investment advisory contract.