EV Capital Management (EVCM) provides investment advice to individuals, high net worth individuals, trusts, estates, corporations, and other business entities. EVCM offers portfolio management based on client goals and risk tolerance, financial planning covering various topics, and subscription-based general consulting for ongoing financial advice. Clients maintain asset control through a qualified custodian.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The total fee is negotiable depending on the relationship with each client and complexity of the client’s portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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