Evidence Based Investing, LLC (EBI) refers clients to third-party investment advisors to manage their assets. EBI conducts due diligence on these advisors and monitors their performance. EBI is compensated through a fee share from the advisors they recommend. EBI also has a licensed insurance agent, which creates a conflict of interest.
Assets Under ManagementN/A
Clients3
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.40% |
| $4M+ | 1.00% |
These fees are negotiable. EBI receives a portion of the advisory fee from the third-party advisor (e.g., Matson Money). Up to $4,000,000: 0.90% to EBI, 0.50% to Matson Money. Over $4,000,000: 0.75% to EBI, 0.25% to Matson Money.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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