Pamela Evason is a CFA-designated registered investment advisor at Windermere Wealth Advisors, LLC, based in Elm Grove, WI, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $81M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees are negotiable in certain instances. The minimum annual fee for investment supervisory services is $10,000 per year per client.
Fee Estimator
Location
13435 Watertown Plank Road, Suite 6, Elm Grove, WI, 53122
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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
Windermere Wealth Advisors, LLC
State Registrations1 state
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