Evidence Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches. For individuals, Evidence Advisors focuses on building passively managed or index fund portfolios customized to meet clients’ risk tolerance. They also create Investment Policy Statements to guide wealth management programs.
Assets Under Management$69M
Clients94
Advisors2
Avg. per Client$740K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2.00% annually. You may also pay additional advisory fees to a third-party money manager depending upon which manager you select.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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