Evolve Wealth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and manage portfolios with discretionary authority. They also offer financial planning, including cross-border planning, and may coordinate with third-party professionals. Evolve Wealth Advisors may recommend alternative investments.
Assets Under Management$53M
Clients58
Advisors3
Avg. per Client$920K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...