Evolution Financial offers financial planning and asset management services. Financial planning covers topics like personal finances, investments, retirement, estate planning, and education savings. Asset management is tailored to individual client goals, risk tolerance, and time horizon. Evolution Financial does not provide asset management without financial planning services.
Assets Under Management$39M
Clients76
Advisors1
Avg. per Client$510K
Avg. per Advisor$39M
www.napfa.org/firm/39622/24523 ·www.suddenmoney.com/certified-financial-transit... ·www.evolutionfinplan.com
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Minimum annual fee is $5,000 ($1,250 per quarter). Fees may be waived or reduced based on certain criteria. There is no maximum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...