Revelations Asset Management LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. The firm generally limits its investment advice to equities, ETFs and non-U.S. securities, although they primarily recommend equities. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Fee Structure
Revelations Asset Management charges a performance-based fee for portfolio management to qualified clients. This includes an annual fee of 0% of the value of your portfolio, plus 10% of the capital appreciation. If your portfolio increases in value, you pay 10% of that increase. If it drops, you won't pay a new performance fee until it reaches the previous high value. This service can be canceled with 30 days' notice, and you'll pay a prorated fee for the period up to termination.