Everlution Capital is a registered investment advisor founded in 2025 and based in Medina, Ohio. The firm is solely owned and operated by Logan Burton. Everlution Capital offers discretionary asset management services tailored to individual investment goals, risk tolerances, and time horizons. As part of its core services, the firm integrates financial planning, covering budgeting, spending analysis, retirement income, Social Security, and major life milestones, along with ongoing financial coaching. Clients receive regular quarterly, semi-annual, and annual deliverables, including portfolio reviews, financial plan progress updates, budget assessments, net worth statements, and tax summaries. Everlution Capital focuses on serving individuals and high-net-worth individuals, employing fundamental, technical, and cyclical analysis methods while maintaining a strong emphasis on risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on criteria such as relationship history, asset type, account composition, and anticipated asset levels.