Assets Under Management
$3.1B
Number of Clients
1,184
Number of Advisors
21
Average Client AUM
$2.6M
AUM per Advisor
$149.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Evensky & Katz/Foldes Wealth Management provides customized, fee-only wealth management and investment advisory services to high-net-worth individuals, entrepreneurs, corporate executives, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes financial objectives, cash flow, tax, insurance, investment, education, retirement, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances.
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146