Evexia Wealth provides personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Evexia Wealth acts in your best interest as a registered investment advisor. The firm builds customized investment portfolios using exchange-traded funds, individual stocks, mutual funds, and bonds, with a long-term focus tailored to your personal goals and risk tolerance. In addition to managing investments, Evexia Wealth offers financial planning covering retirement, education savings, cash flow, and insurance needs. Through an affiliated firm, Evexia Wealth also provides tax and accounting services.
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 at the sole discretion of the Advisor. Special models such as the Income Reserve Model (0.25%) and Income Alpha Models (1.00% down to 0.70%) have separate fee schedules.