Evexia Wealth offers customized investment solutions through personal contact and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy using ETFs, individual equities, mutual funds, and fixed income securities. Evexia Wealth also provides financial planning services, including investment, retirement, education, and insurance planning. They may refer clients to accountants, attorneys, or other specialists. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Evexia Wealth also offers a specific income reserve model with a fee of 0.25% per year. They also offer Evexia Income Alpha and Green Income Alpha models with the following fees: - **Up to $5,000,000** — 1.00% per year - **$5,000,001 to $7,000,000** — 0.90% per year - **$7,000,001 to $10,000,000** — 0.80% per year - **$10,000,001 and above** — 0.70% per year