Eve Wealth offers investment advisory services through its online platform, providing discretionary asset management in digital assets. Clients provide their investment objectives and risk tolerance, and Eve Wealth's algorithms recommend allocations among model portfolios. Clients can accept, reject, or modify these recommendations. Eve Wealth monitors for inconsistencies in trading and will notify clients of any additions or deletions of digital assets from a portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees vary based on membership tier and portfolio type. Elite Member Standard Portfolios: 0.1% per annum, Envoy Member Standard Portfolios: 0.2% per annum, Ally Member Standard Portfolios: 0.25% per annum, Elite Member Premium Portfolios: 0.15% per annum, Envoy Member Premium Portfolios: 0.25% per annum. $20 of Clients’ monthly membership fees is treated by the Firm as a fee for access to the investment platform and regarded as a management fee.