Evan Batoff is a registered investment advisor at E. Batoff & CO., INC., based in Tampa, FL, with 22 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 11 clients with $240M 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 $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
For clients invested solely in fixed income securities, the fee is 0.30% up to $20,000,000, and 0.25% above $20,000,000.
Fee Estimator
Location
1726 East 7th Ave., Tampa, FL, 33605
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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.
Learn about disclosures →Other Business Activities
Evan is a part-time associate, Vice President, and Treasurer at the Law Offices of Dana A. Friedlander, P.A. He assists in the management of the law office and performs legal services, dedicating about half of his time to this role.
Employment History
Current Registrations
E. Batoff & CO., INC.
State Registrations1 state
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