Evart, Young & Hobbs Investment Management provides investment advisory services where they make investment decisions for you. They may also provide financial planning services as needed, including advice on taxation and trust services, which can include estate planning. Their investment planning process is designed to create a customized investment plan based on your goals and objectives.
Assets Under Management$240M
Clients248
Advisors2
Avg. per Client$960K
Avg. per Advisor$120M
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% |
Evart, Young & Hobbs may waive the minimum fee or charge a lesser investment advisory fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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