Edward Evanouskas
Edward Evanouskas is a registered investment advisor at Elm Tree Capital Management LLC, based in Port Charlotte, FL, with 14 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
Port Charlotte, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Elm Tree Capital Management LLC
State Registrations2 states
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