Evan Pemberton
Evan Pemberton is a CFA, CFP-designated registered investment advisor at Hanson & Doremus Investment Management, based in Burlington, VT, with 16 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, Retirement Planning. Their firm serves 622 clients with $1.1B 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 | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement. Similarly situated clients could pay different fees.
Fee Estimator
Location
431 Pine Street, Suite 302, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hanson & Doremus Investment Management
Previous Registrations
Maple Capital Management, INC.
Rock Point Advisors, LLC
State Registrations1 state
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