Evidence Wealth manages investment portfolios and provides financial planning services. They work with clients to determine their investment objectives and risk profile, then design a written investment policy. They primarily recommend mutual funds and ETFs offered by Dimensional Fund Advisors (DFA). Evidence Wealth also consults on income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Assets Under Management$42M
Clients115
Advisors7
Avg. per Client$360K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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