Evan Rose is a registered investment advisor at Alaska Permanent Capital Management, LLC, based in Anchorage, AK, with 13 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 88 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APCM's fees are based on the value of the assets they manage. The fees are negotiable depending on the size of the account.
Institutional balanced account fees are 1% or below. Institutional fixed income account fees are 0.50% or below.
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Evan serves as a trustee for Alaska Permanent Capital Management Company's 401(k) plan. His duties involve general fiduciary administration and require minimal time.
Employment History
Current Registrations
Alaska Permanent Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.