Evidencial Financial Consulting offers financial planning and asset management services. Financial planning involves analyzing a client's financial situation and creating a written plan to achieve their goals. Asset management is non-discretionary, meaning the firm needs client approval before making any transactions. Investment advice is tailored to meet client needs and objectives.
Assets Under Management$16M
Clients7
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset management fees may be negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...