EVOadvisers provides financial planning and investment management services to individuals and organizations sponsoring retirement plans. For individuals, EVOadvisers helps with setting financial goals, cash flow analysis, investment risk assessment, asset allocation, college and retirement planning, insurance, and estate planning. EVOadvisers primarily recommends exchange traded funds, no-load mutual funds, or mutual funds that can be purchased without sales charges. For retirement plans, EVOadvisers offers plan design, evaluation, investment advisory, monitoring services, and participant education.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Subject to a minimum quarterly fee of $2,500. Beginning October 2023, there is an additional fee of $400 per hour for analysis and support for non-managed investment real estate after four hours of applied time has been completed on such activities. Fees may differ among clients based upon numerous factors.
