Reviresco Wealth Advisory offers financial planning and investment management services. Financial planning includes comprehensive, ongoing, and consulting services. Investment management uses third-party advisors and model portfolios. Reviresco selects the third-party advisor and portfolio based on the client's risk tolerance, investment objectives, and financial circumstances. Clients have a direct relationship with Reviresco, who serves as the communication conduit between the client and the third-party advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the advisory fee charged by Reviresco, Third-Party Advisers will charge a separate fee. The total of fees charged shall not exceed an annual fee of 2.00% of assets under management. The investment management fee charged may be subject to negotiation with each client based on the size of the account, prospective growth, and other factors and may differ from client to client.