Brett Barry is a registered investment advisor at Evolution Wealth Management INC., based in Fort Myers, FL. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 189 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolution Wealth Management (EWM) manages investments through its Wrap Fee Program. Clients pay either a percentage of their portfolio or a fixed annual fee.
- Asset-based fee: Up to 2.00% of the portfolio's value, billed monthly.
- Fixed fee: Typically ranges from $80,000 to $100,000 per year, billed quarterly or monthly in advance. Reserved for clients with over $10,000,000 in assets under management.
The wrap fee covers investment advice, custodial services, and transaction costs. Additional fees and expenses, such as mark-ups, taxes, and internal management fees for mutual funds and ETFs, are not included.
Location
12487 Brantley Commons Court, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Evolution Wealth Management INC.
State Registrations1 state
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