New Wealth Management Firm to Transform Business as Usual
Memphis, TN (PRWEB) November 19, 2014 -- Revolution Partners, LLC recently opened its doors in Tennessee to clients who are looking for a better way to manage their wealth.
No more “pay for play,” no more marketing costs, no more hidden fees, and no more confusing commission schemes. Instead, Revolution Partners shows investors exactly what they are paying in one consolidated fee. The firm does not accept product commissions, and its members further align their interests with their clients’ by investing in the same strategies at the same or higher aggregated fee. With locations in Memphis and Nashville, the Registered Investment Advisor (RIA) firm officially opened its doors on November 5. See photos from the firm's Open House event here.
Revolution Partners is led by Brian Fowler, a 20-year veteran of the financial services industry.
“If there has ever been a business model ripe for change, it’s Wall Street’s,” Fowler said. “The way financial products are distributed to individual investors has to be one of the least evolved in country, and the issues that plagued the industry 75 years ago still persist today. We believe there is a tremendous business opportunity to be gained by avoiding conflicts of interest, leveraging technology, and offering intelligent solutions.”
Fowler set out to create the kind of firm that he envisioned for his own family – one that avoided conflicts, provided fee disclosure and performance transparency, and openly negotiated both fees and service standards by contract. He brought in trusted business partners Emily Mulqueen and Bob Lloyd to help him establish the firm, and they began earnestly assembling a cutting-edge platform designed to be well-grounded in the firm’s guiding principles and priorities.
Two additional members have since joined this revolutionary team – partner Will Hughes in the Nashville office and financial counselor Matt Hedgepeth in Memphis – both dedicated to client service and business development initiatives.
In short, Revolution Partners is modernizing the financial services industry by:
• Eliminating conflicts of interest by focusing on individual client solutions rather than distributing products;
• Focusing on transparency by charging one fee, plainly and cumulatively included on account statements;
• Reporting both fees and performance on the firm’s quarterly statement from the inception of each client’s relationship;
• Embracing technology to drastically reduce paperwork and further ensure that clients see and understand their entire financial picture; and
• Using estate planning and financial planning as a basis for asset management.
The company has built a robust and technologically advanced platform to support these principles and objectives.
Revolution Partners is established as a limited liability company, and its members have no plans for a public offering or intentions of selling the company for a quick profit. The company is well-capitalized and has access to additional capital to fund ongoing growth initiatives. To date, the company has raised funding from 19 founding capital investors.
Additionally, Revolution Partners has a unique structure that provides qualified clients the option to become partners of the firm over time, further aligning the firm’s interests with its clients’. The company plans to grow organically while maintaining focus on its guiding principles. Additional capital will be used to facilitate select acquisition opportunities across the southeastern United States and build the necessary infrastructure to support its growth.
About Revolution Partners
Revolution Partners is an independent and privately owned Registered Investment Advisory firm headquartered in Tennessee. The firm seeks to offer clients an unmatched service experience and a well-integrated wealth management platform.
http://www.revolutionpartners.co
Emily Mulqueen, Revolution Partners, LLC, http://www.revolutionpartners.co, +1 (901) 421-6302, [email protected]
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