Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Investment management fees range from 1.50% to 1.00% based on the schedule provided. Fees may be negotiable at the sole discretion of the Advisor. Financial planning and consulting services are offered on an hourly basis at $250 per hour or on a fixed fee per engagement, with fees negotiable depending on complexity. Revisor also provides investment model services for other financial professionals based on a fixed retainer of $5,000 per quarter, which may be negotiable.
Areas of Practice
Advisor Information
Office location
2650 W. Market St., 2nd Floor, Akron, OH, 44333
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bernard provides CPA, tax, and accounting services, dedicating nearly full-time hours to this activity. He also works as an IAR with Revisor Wealth Management, spending a few hours per week on this role.