Evan Kubiak is a CFP-designated registered investment advisor at Endowment Wealth Management, INC., based in Appleton, WI, with 3 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 397 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | Included |
Fees negotiable for accounts over $30 million. Schedule applies to traditional investments in non-qualified (taxable) accounts and to all assets in qualified (non-taxable) accounts. Alternative investments in non-qualified accounts are charged a flat 1.0% fee.
Fee Estimator
Location
W6272 Communication Court, Appleton, WI, 54914-8531
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Evan is a Wealth Analyst and Investment Advisor Representative at Endowment Wealth Management, Inc. (EWM), dedicating nearly full-time hours to financial planning and investment advisory activities. He also serves as an Analyst and Investment Advisor Representative at ETF Model Solutions, LLC (ETFMS), spending a few hours per week on financial planning and investment advisory services.
Employment History
Current Registrations
Endowment Wealth Management, INC.
Etf Model Solutions, LLC
State Registrations1 state
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