Evolution Wealth Management (EWM) offers investment advice and financial planning to individuals, families, and businesses. EWM manages investments through its Wrap Fee Program, where clients pay a single fee covering investment advice, custodial services, and transaction costs. Financial planning is included in the Wrap Fee Program or can be engaged separately. EWM does not provide recommendations to clients with respect to the rollover of assets between employer sponsored retirements accounts and individual retirement accounts.
Fee Structure
Evolution Wealth Management (EWM) manages investments through its Wrap Fee Program. Clients pay either a percentage of their portfolio or a fixed annual fee.
- Asset-based fee: Up to 2.00% of the portfolio's value, billed monthly.
- Fixed fee: Typically ranges from $80,000 to $100,000 per year, billed quarterly or monthly in advance. Reserved for clients with over $10,000,000 in assets under management.
The wrap fee covers investment advice, custodial services, and transaction costs. Additional fees and expenses, such as mark-ups, taxes, and internal management fees for mutual funds and ETFs, are not included.