Revel Wealth Partners provides personalized investment management and financial planning services to individuals, high-net-worth individuals, and trusts. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, adhering to a philosophy rooted in Modern Portfolio Theory. In addition to managing investments, Revel Wealth Partners offers ongoing financial planning and one-time project-based consulting covering retirement planning, tax strategies, estate planning, cash flow and debt management, business consulting, employee benefits, college savings, and risk management. The firm operates as a registered investment advisor and has no minimum investment requirement to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable at the firm's discretion based on factors such as preexisting relationships or legacy pricing.