EVP Capital Advisors offers investment management, investment consulting, and financial planning services. Investment management can be discretionary or non-discretionary. Financial planning covers areas like education funding, retirement, estate, risk management, employee benefits, and tax planning. Services are tailored to each client's needs, and clients can set restrictions on investment types and discretion levels.
Assets Under Management$75M
Clients46
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
EVP Capital Advisors charges fixed fees for investment advisory engagements. Fees are negotiated based on the complexity and level of service provided. Fees are generally charged in advance quarterly and may be deducted from a client's account or direct billed.
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