Revolut Wealth Inc. provides investment management services through a wrap-fee program via a mobile app. Clients grant Revolut Wealth discretionary authority to manage their accounts based on their risk tolerance and investment objectives. The firm uses internal algorithms to propose model portfolios diversified among investment styles and asset classes. Client accounts are reviewed monthly and rebalanced as needed. Clients must have a card account through Revolut Technologies, Inc. and agree to terms with DriveWealth LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
A minimum fee of 25 cents per month will be charged in cases where the percentage-based wrap fee is less than the minimum fee for accounts with a balance of $100 or more. For accounts with a balance of less than $100, the standard wrap fee will be charged.