Eves&Haines Wealth Management provides personalized investment management and integrated financial planning services. The firm builds balanced portfolios using value stocks, exchange-traded funds, and fixed income investments, with a focus on custom strategies like tax-advantaged municipal bonds and equity exchange-traded funds. Eves&Haines acts as a registered investment advisor based in Colorado and serves individuals, trusts, estates, foundations, and endowments. The firm emphasizes transparency, accepting no commissions on traditional securities, though its sister company offers insurance and annuities for clients who choose to include them in their financial plans.
Assets Under Management$4.9M
Clients20
Advisors2
Avg. per Client$240K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are calculated daily and billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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