About Fourth Revolution Capital LLC
Fourth Revolution Capital LLC is a leading financial advisory firm that provides expert guidance to clients on various financial matters. Founded in 2004, the firm has a team of experienced and knowledgeable advisors who have a deep understanding of the market and can provide customized solutions to meet clients’ needs. Their commitment to delivering exceptional services has earned them a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services
- Offer unbiased advice and recommendations
- Stay up-to-date with the latest market trends and news
- Create long-term relationships with clients based on trust and transparency
Facts and Insights
Fourth Revolution Capital LLC has been recognized as one of the top financial advisory firms in the country. As of 2019, the firm manages approximately $2.5 billion in assets and has a team of 25 advisors. They also have a strong online presence and regularly share valuable insights and tips on their website and social media platforms.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2004 | $2.5 billion | 25 |
Financial Services Offered
Fourth Revolution Capital LLC offers a wide range of financial services to help clients achieve their financial goals. These services include wealth management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning and considers all aspects of a client’s financial situation before making recommendations.
Client Types
Fourth Revolution Capital LLC caters to a diverse clientele, including individuals, families, high-net-worth individuals, and small business owners. They understand that each client has unique financial needs and works closely with them to create a customized plan that aligns with their goals and objectives.
Fees & Compensation
The firm’s fee structure is transparent and competitive. They charge a percentage of assets under management as their advisory fee, which may vary depending on the type and size of the account. They may also charge a fixed or hourly fee for certain services, such as financial planning or retirement planning. Fourth Revolution Capital LLC does not receive any commissions for the sale of financial products, ensuring that their recommendations are always in the best interest of their clients.
Background
The team at Fourth Revolution Capital LLC consists of experienced and knowledgeable advisors who hold various certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). They have an average of 15 years of industry experience and regularly attend training and seminars to enhance their skills and stay updated with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
Fourth Revolution Capital LLC operates with the utmost integrity and transparency. The firm’s advisors are required to disclose any conflicts of interest or potential risks to clients before making any recommendations. They also provide clients with a firm-specific disclosure document, Form ADV, which outlines the firm’s services, fees, and potential conflicts of interest.