Evart, Young & Hobbs Investment Management manages investment portfolios and provides personalized financial planning for individuals, trusts, and business entities. The firm builds globally diversified portfolios using exchange-traded funds and institutional mutual funds, guided by modern portfolio theory and academic research on asset allocation. In addition to managing investments, Evart, Young & Hobbs Investment Management offers advice on related financial matters such as taxation and trust services. The firm generally requires a minimum account size of $500,000 for discretionary investment management services.
Assets Under Management$270M
Clients240
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable based on historical relationships, asset types, and account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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