Evelyn Zohlen is a CFP-designated registered investment advisor at Apella Wealth, based in Huntington Beach, CA, with 22 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
5011 Argosy Ave, Suite 7, Huntington Beach, CA, 92649
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evelyn provides pro bono financial planning to underprivileged community members through the Financial Planning Association. This requires minimal time commitment.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Inspired Financial
State Registrations3 states
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