Niels Mcevoy is a registered investment advisor at Eastsound Capital Advisors, LLC, based in Morgan Hill, CA, with 3 years of industry experience. Niels operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
355 Woodview Avenue, Suite 300, Morgan Hill, CA, 95037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Niels provides financial planning services to clients through Cross Border Planning. This endeavor takes about 10-20% of his time.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
State Registrations1 state
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