Evans Capital Management Associates offers personalized investment advisory services, including continuous portfolio management, financial planning, family office and wealth planning, and pension consulting. Founded in 1991 and based in Bellevue, Washington, Evans Capital Management Associates tailors its investment advice and asset allocation strategies to meet the specific financial circumstances, risk tolerance, and goals of each client. The firm utilizes fundamental and technical analysis, long-term and short-term purchases, and trading strategies across various asset types such as equities, exchange-traded funds, corporate debt, and municipal securities. Additionally, Evans Capital Management Associates provides comprehensive financial planning encompassing estate planning, tax matters, insurance coverage, college funding, and retirement planning, as well as targeted consulting for specific financial concerns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable based on asset size, investment range, and financial complexity. American Funds program accounts are billed at separate rates of 0.25% up to $2M and 0.20% over $2M.