Revival Wealth Management

Assets Under Management

$0

Number of Clients

Not reported

Number of Advisors

N/A

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Revival Wealth Management provides comprehensive financial planning and discretionary investment management services. They work with clients to design, implement, and monitor tailored financial plans, actively managing investments to optimize returns while managing risk. Tax planning is offered through 2A Asset Management, LLC, owned by Brenden King.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees are negotiable for amounts above $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location

IN, United States

0 Advisors at this firm

No advisors found for this firm.