Our Core Beliefs

 

Trust

  • + Trusted client loyalty with 99% account retention

 

Fiduciary Standards

 

Zero Conflicts

  • + No self-serving products or relationships
  • + No proprietary products to promote
  • + No business relationships to promote

 

Transparency

  • + Upfront pricing
  • + No commissions
  • + No hidden fees
  • + 3rd Party statements & reporting
  • + 24/7 Access with client app & portal

 

Complex Accountability

  • + Accountable to SEC and State Regulators

 

Definitive Contracts

  • + Customizable services
  • + Simple, custom contracts on your terms
  • + Terminate any time
  • + Add or subtract family office services or planning services

Talk with Founder

REAL FIDUCIARY™ STANDARD

Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD which goes above and beyond the global fiduciary standard and those that call themselves a fiduciary.

 

  • + Deliver goals and needs based planning and portfolios

  • + Have the obligation both legally and ethically to place clients’ interests first

  • + Provide fee only advice and treat all clients fairly with cost

  • + Provide full transparency of portfolios and investments

  • + Be conflict free from all banks, trust departments, broker/dealers, insurance companies, and custodians

  • + Do not accept commissions or accept payment for products or shelf space

  • + Revenue comes from clients only

  • + Measure performance using independent third parties

  • + Do not create products to sell or price any public securities

  • + Never hold client assets, securities, or capital

*Real Fiduciary™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities.

 

Our Customizable and Exclusive Services

Wealth Management

  • + Goals & needs based
  • + Custom & flexible solutions
  • + Exclusive private investment asset sleeves
  • + Innovative portfolio construction
  • + Tax-efficient

Business Advisement & Transition

  • + Pre & post sale
  • + Be attractive and ready
  • + Grow your value
  • + Efficiently maximize your business harvest
  • + Mitigate your risk
  • + Transition planning
  • + Recapitalization advisement

Family Office

  • + Lifestyle
  • + Advanced resources
  • + Travel
  • + Advocacy
  • + Wellness

Make the Change

 

Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.

Founder Interview from Revolution Group on Vimeo.

Leadership Team

Latest Blogs & Podcasts

4 Education Investment Accounts to Grow College Savings

Revolution Group, LLC |
Categories
Investments
College
Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approximately 6% each year, which is more than twice the inflation rate. However, with the proper foresight and knowledge, you can utilize different investment vehicles to increase the likelihood that your loved ones will have minimal or no student debt. Some accounts, such as 529 plans, have multiple tax advantages that...

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Revolution Group, LLC |
Categories
Finance
Tax Planning
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. While you may have altruistic reasons for donating to a charity that you support, there can also be tax benefits that come...