Evolution Vision Wealth Management manages investment portfolios and offers personalized financial planning for individuals, high-net-worth individuals, trusts, estates, and businesses. Evolution Vision Wealth Management builds custom portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios are continuously monitored and rebalanced as needed. Financial planning can be included as part of the asset management service at no additional cost, covering cash flow, retirement projections, insurance reviews, estate planning coordination, and tax strategies. Evolution Vision Wealth Management operates as a fiduciary, meaning the firm is legally required to act in your best interest. The firm is owned by Daniel McCaslin and Felicia Ramirez and is based in Glenwood Springs, Colorado.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Billed monthly in arrears.