| Assets Under Management | Annual Fee |
|---|---|
| $0K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Evan works as a Research Analyst/Trader for Reed Financial Services, an SEC registered investment advisor, since 2017. He also works as a Registered Assistant for APW Capital, a broker-dealer firm, dedicating minimal time to trading and research analysis.