Evans Wealth Management, operating as Evans Wealth Management, offers financial planning and investment management services. Evans Wealth Management works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Evans Wealth Management helps clients define their financial goals, assess their risk tolerance, and develop an appropriate asset allocation strategy. The firm manages investments on a discretionary basis.
Assets Under Management$120M
Clients665
AdvisorsN/A
Avg. per Client$180K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.15% |
| $500K+ | 1.00% |
Fees may be discounted or negotiated at the discretion of Evans Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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