Evensky & Katz/Foldes Wealth Management is a fee-only registered investment advisor that offers comprehensive wealth management, investment advisory, and financial planning services. Operating as an employee-owned firm, Evensky & Katz/Foldes Wealth Management focuses on high-net-worth individuals, entrepreneurs, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm builds personalized financial plans using specialized software and designs investment portfolios primarily utilizing passively managed index funds, exchange-traded funds, and mutual funds, with a strong emphasis on strategic asset allocation and fundamental analysis. Evensky & Katz/Foldes Wealth Management legally operates as a fiduciary, meaning they are required to act in your best interest, and does not sell commissioned products or accept finder's fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 and account minimums are negotiable under special circumstances such as historical relationships, asset types, or anticipated future assets. Employee and family accounts may receive reduced or waived fees.