Revisor Wealth Management LLC
Assets Under Management
$2.1B
Number of Clients
3,090
Number of Advisors
8
Average Client AUM
$668K
AUM per Advisor
$258.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Revisor Wealth Management offers customized investment advisory solutions through continuous personal client contact and discretionary investment management. They construct portfolios primarily with low-cost mutual funds and ETFs. Revisor also provides financial planning services and may recommend unaffiliated money managers. They require clients to enter into agreements defining the terms and responsibilities.
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
Location
2650 W. Market St., 2nd Floor, Akron, OH, 44333