Evolve Financial provides comprehensive financial planning and investment management services. Evolve works with clients to create a financial plan that covers cash management, college planning, retirement planning, tax planning, risk management, and estate planning. Evolve also manages investment portfolios using mutual funds and ETFs on a discretionary basis.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$810K
Avg. per Advisor$12M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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