Evan Capital provides investment advice and portfolio management services to individuals, small businesses, corporations, and charitable funds on a discretionary basis. The firm tailors its advisory services to each client's needs and financial objectives. Evan Capital's investment advisor representatives work with potential clients to identify their investment goals, objectives, and risk tolerance. Clients sign an Investment Management Agreement and open an account with Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The management fee is generally equal to 0.50% (per annum) for the Core Programs and 1.0% (per annum) for the Disruptive Innovation Program. The higher investment management fee for the Disruptive Innovation Program reflects additional management time, data analysis and individual security due diligence. Fees are negotiable and may be reduced, waived or calculated differently with respect to any Client.