EG
EG

Evan Glover

4 Years of Experience
Loveland, OH

Evan Glover is a registered investment advisor at Tetelestai Capital, based in Loveland, OH, with 4 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $700K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$59K average
Assets Under Management
$704K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$480
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.95%
$100K - $700K1.55%
$700K - $1.0M1.25%
$1M+1.10%

Minimum fee of $40 per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Loveland, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Evan works as a financial analyst at U.S. Bank since 2018, focusing on financial forecasting and capital expenditure analysis. This is a non-investment related role.

Employment History
Current Registrations
Tetelestai Capital
April 2021 - Present · 5 yrs 1 mo
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
Evan Glover - Financial Advisor | TrueAdvisor