Revival Wealth Management
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Revival Wealth Management provides personalized financial planning and investment management services. They work with clients to create tailored financial plans, manage investments, and offer tax planning strategies through 2A Asset Management, LLC. They focus on aligning financial plans with clients' evolving goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for amounts above $10,000,000. The fee percentage from the previous tier ($0.75%) is used as the starting point for negotiation.
Fee Estimator
The firm charges an annual advisory fee based on the market value of assets under management, as detailed in the fee table. Fees are negotiable at the firm's discretion. Fees are prorated and paid quarterly in advance. Clients are also responsible for brokerage commissions, transaction fees, and other related costs. There is no minimum account size requirement.
Areas of Practice
Location
IN, United States