Revisor Wealth Management LLC

Revisor Wealth Management, LLC, established in February 2004 and registered in December 2013, is a registered investment advisor based in Ohio. The firm offers investment advisory services to individuals, high net worth individuals, and financial professionals, with a minimum account size typically set at $250,000. Revisor provides customized investment solutions, primarily using low-cost mutual funds and ETFs, with a focus on long-term strategies. Clients may place restrictions on investments, and Revisor conducts due diligence before making recommendations. The firm may also recommend unaffiliated money managers for certain portfolios. Fees for advisory services range from 1.50% to 1.00% based on a tiered schedule. Revisor does not charge performance-based fees and acts in a fiduciary capacity. The firm primarily uses fundamental analysis for investment strategies and emphasizes risk management. Revisor does not have custody of client funds, and clients must engage a qualified custodian. The firm has no disciplinary events and maintains a Code of Ethics. Revisor does not participate in soft dollar programs and does not receive compensation for brokerage referrals. Clients receive quarterly brokerage statements from the custodian, and the firm reviews accounts at least annually. Revisor does not vote on client securities and has no adverse financial situations.