Evla Hills Equity Services manages investments for individuals, small businesses, non-profits, and retirement accounts. They focus on assessing upside potential and downside risk when selecting securities, holding a concentrated portfolio of 10-20 positions. They also offer financial planning, reviewing retirement needs, income sources, and risk tolerance to develop investment plans. Evla Hills also manages a limited partnership fund.
Assets Under Management$57M
Clients41
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee includes financial planning and investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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