Vincent Willyard is a CFA-designated registered investment advisor at Evolution Global Advisors, LLC, based in San Diego, CA, with 9 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolution Global Advisors provides investment management services for a fee based on a percentage of the value of your investments. The specific fee is negotiable and depends on factors like the amount of assets managed and the complexity of the engagement. Fees are assessed quarterly, based on the value of your investments at the end of the previous quarter. Fees may be reduced or waived entirely for family and friends, at EGA's discretion. If a Performance Fee is charged, the firm will typically reduce its fees based upon the assets under management to 0.40%.
Location
4660 La Jolla Village Drive, Suite 100, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent is a director on the board of Luna Grill, dedicating minimal time to advising on company strategy. He also owns and leases commercial and rental real estate through several LLCs, spending minimal time on these passive activities.
Employment History
Current Registrations
Evolution Global Advisors, LLC
Previous Registrations
Nicholas-Applegate Capital Management LLC
State Registrations1 state
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