EVIA Investment Advisors offers investment advisory, financial planning, and investment consulting services. They focus on long-term performance with reduced volatility, primarily using individual equities and bonds. For smaller accounts (under $100,000), they may use an ETF strategy for diversification. EVIA emphasizes experience, consistency, and service, aiming to be available and proactive in addressing clients' changing circumstances.
Assets Under Management$19M
Clients85
Advisors1
Avg. per Client$220K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
EVIA may provide account management services at discounted rates for special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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