Evansbrook Capital Management offers investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Evansbrook Capital Management assesses a client’s situation to develop a comprehensive investment strategy. Evansbrook Capital Management offers discretionary investment management services to its clients. Account investment structure and supervision is guided by a client’s investment objectives, investment experience, time horizon, liquidity needs, risk tolerance, tax circumstances, and other factors.
Assets Under Management$180M
Clients87
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$92M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...