Evans Investment Advisors (EIA) offers personalized financial planning and investment management services. EIA works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. EIA manages investments on both a discretionary and non-discretionary basis.
Assets Under Management$330M
Clients488
Advisors3
Avg. per Client$670K
Avg. per Advisor$110M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fees are negotiable at the discretion of management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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