Patrick Collins is a CFP-designated registered investment advisor at Evanson Asset Management, LLC, based in Carmel, CA, with 8 years of industry experience. Patrick 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, Investment Management, and 2 more. Their firm serves 998 clients with $5.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evanson Asset Management's (EAM) fees are a fixed annual fee, paid quarterly, based on the time required to service the account. These fees typically range from $625 to $2,000 per quarter ($2,500 to $8,000 per year), but may be higher for complex or very large accounts. The fee includes basic financial planning, routine account setup, access to institutional indexes and bonds, quarterly reviews, rebalancing, and consultation. A one-time setup fee of $250-$750 may be charged for complicated account setups. EAM may waive or reduce the minimum fee based on certain criteria.
Location
Carmel, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Evanson Asset Management, LLC
State Registrations2 states
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