Evelyn Blum is a registered investment advisor at Marshall Point Advisors LLC, based in Port Clyde, ME, with 18 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $11M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
Port Clyde, ME
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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
Evelyn is an owner and bookkeeper for Steve Thomas Builders, a general contracting company, since 2018. She dedicates minimal time to this business, and it does not occur during securities trading hours.
Employment History
Current Registrations
Marshall Point Advisors LLC
State Registrations1 state
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