Evolve Private Wealth provides customized wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Evolve Private Wealth builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, while also utilizing independent managers, options, and alternative investments when appropriate. As a registered investment advisor, Evolve Private Wealth operates under a legal obligation to act in your best interest. In addition to wealth management, Evolve Private Wealth offers retirement plan consulting and manages pooled investment vehicles.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually based on factors such as scope and complexity, level of assets, and overall relationship. Fees are negotiable at the sole discretion of Evolve Private Wealth.