Eves&Haines Wealth Management provides ongoing investment management and financial planning services. Financial planning includes a review of your financial situation, goals, and risk tolerance. Investment management includes developing an investment policy statement and ongoing monitoring of your investments. Eves&Haines specializes in high-yield fixed income portfolios and diverse portfolios of exchange-traded funds and mutual funds.
Assets Under Management$4.9M
Clients20
Advisors2
Avg. per Client$240K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.65% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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