Christopher Stevenson is a CFA-designated registered investment advisor at Evolve Investing LLC, based in Sandy, UT, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36 clients with $67M 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 $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Clients may opt for a fixed annual fee between $15,000 and $25,000. The amount of the fee is negotiable at the advisor's discretion in certain cases.
Fee Estimator
Location
Sandy, UT
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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 →Other Business Activities
Christopher is a managing member/consultant for Mad Forrest LLC, a start-up consulting business, dedicating minimal time. He is also a Managing Partner/CCO/IAR/Managing Member at Forrest Financial Partners LLC, and an Advisor at Evolve Investing LLC, dedicating about half his time to each RIA providing investment advisory services.
Employment History
Current Registrations
Evolve Investing LLC
Forrest Financial Partners LLC
State Registrations5 states
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