Evestia provides software-based investment advice and portfolio management through the Evestia Program. Clients grant Evestia authority to manage their assets in accounts maintained at Altruist Financial LLC. Evestia aims for long-term, risk-adjusted returns. The firm also offers software-based financial planning tools to help clients match their goals with model portfolios. Evestia's services are delivered electronically.
Assets Under Management$53M
Clients26
Advisors2
Avg. per Client$2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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