Revise Wealth LLC provides portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Revise also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Additionally, they offer limited-scope investment advisory services for a fixed fee, providing one-time reviews and recommendations for specific investment accounts.
Assets Under Management$8.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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