Matthew Evans is a registered investment advisor at Accuvest Global Advisors, INC., based in Provo, UT, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $630M 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 | 2.00% |
| $1M+ | 2.00% |
Fees for amounts over $1,000,000 are negotiable. Institutional asset management rates range from 1.50% down to 1.00% for the first $5,000,000 and are negotiable above that.
Fee Estimator
Location
3575 N. 100 E., Suite 350, Provo, UT, 84604
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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 →Employment History
Current Registrations
Accuvest Global Advisors, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
Morgan StanleyBroker
Wells Fargo Clearing Services, LLCBroker
Fidelity Brokerage Services LLCBroker
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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