Revisionist Wealth Advisors provides one-time or ongoing financial planning and investment management services. For investment management, they use sub-advisers to manage client assets, recommending sub-advisers based on the client's financial needs and goals. Financial planning covers various topics like net worth, cash flow, tax, insurance, retirement, and college savings. They offer both investment management only and bundled investment management with ongoing financial planning.
Assets Under Management$17M
Clients41
Advisors1
Avg. per Client$420K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual management fee for investment management only services. Fee may be negotiable depending on the size of the portfolio being managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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