Evan Perduk is a CFP-designated registered investment advisor at Root Financial Partners, based in Chicago, IL, with 3 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 858 clients with $2.1B 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Subject to a minimum annual advisory fee of $10,000, though waivers may apply for qualifying clients.
Fee Estimator
Location
Chicago, IL
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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
Evan is the President and Founder of EMP Tax & Patronage, LLC, providing tax preparation services. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Root Financial Partners
Previous Registrations
Thor Wealth Management INC
State Registrations2 states
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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