About REVOLVE WEALTH PARTNERS, LLC
Revolve Wealth Partners, LLC is a leading financial advisory firm that provides comprehensive financial planning and investment management services to clients nationwide. With a team of highly experienced advisors, Revolve Wealth Partners, LLC is dedicated to helping individuals and families achieve their financial goals and build wealth for the future.
How does the advisor help clients – Key Takeaways:
Revolve Wealth Partners, LLC helps clients by providing personalized financial planning and investment management services. They work closely with each client to understand their unique needs and create customized strategies that align with their goals and risk tolerance. The key takeaways of their approach include:
- Comprehensive financial planning
- Personalized investment management
- Dedicated team of experienced advisors
- Customized strategies for each client
Facts and Insights
Here are some important facts and insights about Revolve Wealth Partners, LLC:
- Founded in: 2005
- Headquarters: New York, NY
- Number of advisors: 15
- Assets under management: $500 million
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
Revolve Wealth Partners, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Cash flow analysis
- Education planning
Client Types
Revolve Wealth Partners, LLC serves a variety of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
Revolve Wealth Partners, LLC operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee. This fee is typically between 1% to 2% of assets under management, depending on the complexity of the client’s financial situation. They are committed to transparency and make sure that their clients understand their fees and how they are being charged.
Background
The founding members of Revolve Wealth Partners, LLC have over 50 years of combined experience in the financial industry. They have built a reputable firm that is known for its exceptional client service and commitment to helping clients achieve their financial goals. The firm’s team of advisors includes CERTIFIED FINANCIAL PLANNERS™ (CFP®) and other industry professionals who bring a wealth of knowledge and expertise to each client relationship.
Financial Advisor Disclosures to Know
Revolve Wealth Partners, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means they are held to fiduciary standards and are obligated to act in the best interest of their clients. They do not have any disclosures or disciplinary actions listed on their record, and all of their advisors have clean records as well.