Evanson Asset Management (EAM) provides investment and financial planning services to individuals, trusts, and businesses. EAM manages investment portfolios, selecting securities without specific client consent under a limited power of attorney. EAM recommends low-cost mutual funds and ETFs. Financial planning services include creating detailed plans to help clients achieve their financial goals, including retirement planning and cash flow estimates. EAM is a fee-only firm and does not sell products or accept commissions.
Fee Structure
Evanson Asset Management's (EAM) fees are a fixed annual fee, paid quarterly, based on the time required to service the account. These fees typically range from $625 to $2,000 per quarter ($2,500 to $8,000 per year), but may be higher for complex or very large accounts. The fee includes basic financial planning, routine account setup, access to institutional indexes and bonds, quarterly reviews, rebalancing, and consultation. A one-time setup fee of $250-$750 may be charged for complicated account setups. EAM may waive or reduce the minimum fee based on certain criteria.