Kurt Traulsen
Kurt Traulsen is a registered investment advisor at Evolution Wealth Management INC., based in Fort Myers, FL, with 10 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 189 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolution Wealth Management (EWM) manages investments through its Wrap Fee Program. Clients pay either a percentage of their portfolio or a fixed annual fee.
- Asset-based fee: Up to 2.00% of the portfolio's value, billed monthly.
- Fixed fee: Typically ranges from $80,000 to $100,000 per year, billed quarterly or monthly in advance. Reserved for clients with over $10,000,000 in assets under management.
The wrap fee covers investment advice, custodial services, and transaction costs. Additional fees and expenses, such as mark-ups, taxes, and internal management fees for mutual funds and ETFs, are not included.
Location
12487 Brantley Commons Court, Fort Myers, FL, 33907
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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 ActivitiesSells Insurance
Kurt is the owner of Holistic Planning Solutions LLC (dba Evolution Retirement Services) where he works as an insurance agent, and co-owner of Evolution Wealth Management, a registered investment advisory firm. He also owns CGK Capital LLC and manages CGK Assets LLC, both related to rental properties, and is a co-owner and VP of Evolution Retirement Services, an insurance agency, dedicating about half his time to each of these activities.
Employment History
Current Registrations
Evolution Wealth Management INC.
Previous Registrations
Truadvice LLC
Brokers Financial
Grace Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.