Eric Gould is a registered investment advisor at Evolve Private Wealth, LLC, based in Calabasas, CA. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 679 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.
Location
Calabasas, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Evolve Private Wealth, LLC
State Registrations1 state
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