Evan Quirk-Garvan is a registered investment advisor at Natural Investments, based in North Charleston, SC, with 8 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 1,277 clients with $2B 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 $200K | 1.35% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees may be negotiable for clients with special circumstances, non-profit organizations, and charitable institutions. Minimum annual fee is $500.
Fee Estimator
Location
2128 Dorchester Rd, North Charleston, SC, 29405
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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
Evan is a part-time employee of North Asheville Renovation and Repair, performing small renovation work, generally on historic homes. The hours fluctuate weekly depending on the project, but it is not investment related.
Employment History
Current Registrations
Natural Investments
Previous Registrations
Natural Investments
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.
Exams
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