Frequently Asked Questions
How do I know if I am ready for a financial planner?
Investments are only a small part of financial planning. Income changes, home purchases, debt repayment, and taxation all play a bigger part in our financial success than investments. The best time to call a financial planner is any time you are ready to make decisions about your financial future.
Do you have account minimums?
Revolution Capital never sets account minimums. Some of our best clients have started with small accounts and grown into significant investors with patience and sound financial strategies.
What if I just want help with a financial plan?
We offer financial planning and plan updates to any client for whom we are managing investments. But some clients just want guidance while they get started on savings or manage investments themselves. For those clients, we provide a an On-Call option. We take you through the complete planning process to address all of your financial challenges and questions and then serve as on-call advisors throughout the year. The On-Call option includes online, interactive access to your plan throughout the year, a mid-year check up, and phone or email access to your advisor as needed.
How much do you charge to manage my investments?
Revolution Capital is a fee-based advisor, which means that we are paid a percentage fee based on the value of the accounts we manage, rather than receiving sales commissions. We never charge more than 1.25% on assets we manage.
What is a Registered Investment Advisor (RIA)?
Revolution Capital, Inc. is a Registered Investment Advisor, which means that we have a legal fiduciary duty to put your interests ahead of our own and to disclose any conflict of interest. RIA's follow a higher legal standard than the typical "suitability" standard followed by many of the large brokerage houses and their agents.
How Does Revolution Capital's Socially Responsible Investing Work?
Revolution Capital believes that you should decide what socially responsible investing means to you. We help you invest in the companies that make up some of the global economy's most important indexes. But because our platform allows you to own these shares directly, you can also decide which shares you do not want to own. This approach gives you the benefits and affordability of index investing but with more control over what your money supports.