Evans Capital Management Associates offers personalized investment advisory services, including portfolio management, financial planning, and pension consulting. For portfolio management, they offer both discretionary and non-discretionary services, tailoring advice to individual client needs. Financial planning services cover a range of areas, from assessing overall financial situations to targeted consulting on specific concerns. Pension consulting services are provided to employee benefit plans and their fiduciaries.
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% |
Portfolio management fees may be negotiable. Where Evans Capital Management Associates provides portfolio management services through the investment advisory program offered by American Funds Service Company, their advisory fee is billed at 0.25% of your portfolio assets up to $2,000,000, and 0.20% on portfolio assets over $2,000,000, which is based on the average daily balance of your account.