Kenneth Evason is a CFA-designated registered investment advisor at Windermere Wealth Advisors, LLC, based in Elm Grove, WI, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $81M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees are negotiable in certain instances. The minimum annual fee for investment supervisory services is $10,000 per year per client.
Fee Estimator
Location
13435 Watertown Plank Road, Suite 6, Elm Grove, WI, 53122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kenneth is the managing member of Evason Investment, LLC, an LLC formed in 2000 to hold family investments. He spends minimal time on this business, mostly after trading hours.
Employment History
Current Registrations
Windermere Wealth Advisors, LLC
Previous Registrations
Jacobus Wealth Management INC
State Registrations1 state
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