Evans Capital Partners provides investment management services, focusing on undervalued equity and debt. They use value investing principles, targeting micro-cap, small-cap, and mid-cap firms. The firm aims for a focused portfolio of fewer than 10 securities, diversified across industries, including international ones. They do not offer financial planning services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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