Evolve Investing offers ongoing investment management using proprietary strategies, taking into account client values and financial situations. They also provide financial planning services covering business planning, tax strategies, retirement, education, cash flow, and risk management. For certain clients, Evolve Investing offers value-aligned, impact, and environmental, social, & governance (ESG) investing. They also offer family office consulting services.
Assets Under Management$67M
Clients36
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Clients may opt for a fixed annual fee between $15,000 and $25,000. The amount of the fee is negotiable at the advisor's discretion in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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