Carlos Perez
Carlos Perez is a registered investment advisor at Evart, Young & Hobbs Investment Management, based in Redwood City, CA, with 22 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 248 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Evart, Young & Hobbs may waive the minimum fee or charge a lesser investment advisory fee based on certain criteria.
Fee Estimator
Location
3 Lagoon Drive, Suite 155, Redwood City, CA, 94065
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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
Carlos manages his real estate holdings under Perez Properties since 1995. This takes about 10-20% of his time, with some of that time occurring during securities trading hours.
Employment History
Current Registrations
Evart, Young & Hobbs Investment Management
Previous Registrations
Evart, Young & Hobbs Investment Management
State Registrations1 state
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