Nicholas Bloch is a registered investment advisor at Evp Capital Advisors, LLC, based in Mission Hills, KS, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EVP Capital Advisors charges fixed fees for investment advisory engagements. Fees are negotiated based on the complexity and level of service provided. Fees are generally charged in advance quarterly and may be deducted from a client's account or direct billed.
Location
Mission Hills, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is the trustee of his personal trust. He is also an LLC member of several investment holding companies, including Food as Meds, Bottoms Up, Hipster, Giddy Up, Endo Artivion, and Capsule OK, dedicating minimal time to each.
Employment History
Current Registrations
Evp Capital Advisors, LLC
State Registrations1 state
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