Your questions, answered.

Revise is a fiduciary financial advisory, portfolio management, and financial planning firm based in Chicago. We help professionals protect and grow the wealth they've built by designing strategies that reduce risk without limiting opportunity.

Getting started costs nothing—your initial portfolio analysis and risk assessment are completely free.From there, costs depend on the level of service you choose:

• Ongoing portfolio management includes a transparent annual fee, aligned with the industry standard but structured to keep incentives in your favor.
• Full-service financial planning (estate, tax, advanced planning) is available for a nominal additional fee, only if you want the extra layer of support.

We'll walk you through exactly what applies to your situation before you commit, so you'll never be surprised by hidden charges.

We're fully independent, not tied to house products like Schwab or Fidelity, so your portfolio is built around you, not a preset shelf.Most advisors still fall back on cookie-cutter formulas like the 60/40 portfolio, leaving clients exposed to timing risk. At Revise, we use advanced analytics and adaptive strategies designed to keep your wealth resilient through changing markets.And because we operate as fiduciaries, every decision is made in your best interest, not our bottom line.

We primarily serve professionals and executives beginning to approach retirement; people who have built meaningful savings and want to ensure that capital is protected and productive.Many of our clients work in tech, finance, and other industries where precision and performance matter. Our minimum portfolio requirement is $1,000,000 in investable assets.

Not necessarily. We start with a deep analysis of your existing investments, then design a plan that may include reallocations, overlays, or hedging strategies. Some clients keep parts of their current portfolio intact while adding Revise strategies for stability.

Yes. Client assets remain in your name with our third-party custodian. We only work with top-rated financial institutions with a long track record of strength and reliability.

Your assets are custodied with Altruist, our independent custodian partner (the third largest in the United States), not at Revise itself. This ensures an additional layer of protection and transparency. You always retain full ownership and visibility of your accounts.

No. While we're headquartered in Chicago, our process is designed to be remote-friendly. Most clients meet with us virtually, review their portfolio analysis online, and complete the entire process digitally.

First, we run a detailed analysis of your current portfolio and retirement goals. Then we design a customized strategy and walk you through the reasoning behind every move. Once your plan is live, we provide ongoing monitoring, updates, and adjustments as markets and your situation evolve. Your approval is required at every step.

Yes. Revise is fully licensed registered investment advisory (RIA) and operates under fiduciary standards. That means we're legally bound to put your interests first: something many advisors only claim but aren't required to do.

A custodian (like Altruist) securely holds your assets and executes transactions. Revise designs, monitors, and manages your strategy. The separation ensures checks and balances so no one firm both manages and holds your money.

Yes. You maintain full liquidity and access. While certain portfolio strategies may recommend holding positions for stability, you always retain the ability to withdraw or transfer funds.

We don't “set it and forget it.” Revise continuously monitors your portfolio and updates allocations as market conditions and your personal circumstances evolve. This is where our advanced hedging and analysis give you an edge.

We're not a CPA firm, but tax efficiency is built into everything we do. We partner directly with a CPA to integrate proactive tax planning into portfolio design. We also coordinate with your existing accountant or estate attorney so every part of your financial life works together.

We charge a transparent management fee, aligned with your portfolio size. For insurance products, compensation comes directly from the carrier, not deducted from your principal. This structure keeps your costs predictable and incentives aligned.

Many of our clients come to us with an existing advisor relationship. We provide a second opinion and, if engaged, a complete analysis showing where you may be overexposed to risk, fees, or tax drag.

We meet quarterly (or more frequently if desired) via video call, provide secure online dashboards, and send periodic updates. You'll never wonder what's happening with your money.

With Revise, onboarding is fast and seamless. Through our custodian partner Altruist, accounts can often be opened, funded, and linked in as little as one hour. By comparison, studies show that traditional firms and legacy custodians often take 8-10 hours of back-and-forth paperwork before you're fully set up. We've streamlined the process so you can move from analysis to structure to execution without delays.