Evanson Asset Management provides investment management and financial planning services. They manage investment portfolios, develop financial plans, and offer advice based on your individual needs and goals. They primarily recommend low-cost mutual funds and exchange-traded funds. Evanson Financial, LLC was formed in 2026 and manages over $5 billion in assets.
Fee Structure
Evanson Asset Management charges a fixed annual fee, paid quarterly, based on the time anticipated to service the account. These fees typically range from $700 to $2,500 per quarter ($2,800 to $10,000 per year), but may be higher for complex or very large accounts. The fees include basic financial planning, routine account setup, access to institutional indexes and bonds, quarterly reviews, rebalancing, and consultation. A one-time setup fee of $500-$1,000 may be charged for complicated account setups.