Jayson Moss is a CFA-designated registered investment advisor at Evolve Wealth Advisors LP, based in Scottsdale, AZ, with 4 years of industry experience. Jayson 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, Insurance Planning, and 3 more. Their firm serves 58 clients with $53M 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 | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
7702 E Doubletree Ranch Road, Suite 300, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jayson provides corporate consulting services and is a board member of Chestnut Creek Capital Corp. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Evolve Wealth Advisors LP
State Registrations3 states
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