Revisionist Wealth Advisors, LLC
Assets Under Management
$12.8M
Number of Clients
26
Number of Advisors
1
Average Client AUM
$493K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Revisionist Wealth Advisors offers financial planning (one-time, consulting, and ongoing bundled with investment management) and investment management through sub-advisers. Financial planning covers various topics, including net worth, cash flow, tax, insurance, retirement, and college savings. Investment management involves recommending and monitoring sub-advisers based on client needs and objectives.
Fee Structure
Financial planning fees are up to $10,000 for a one-time plan or up to $400 per hour for consulting. Investment management only services have a maximum annual fee of 1.00%, which may be negotiable. Bundled investment management and financial planning services have a fixed annual fee of up to $10,000, plus an initial planning fee of up to $5,000. These fees are separate from the sub-adviser's wrap program/platform fee. There is no minimum account size.
Areas of Practice
Location
107 E Lancaster Ave, Downingtown, PA, 19335