Evident Financial offers personalized investment advisory services, including ongoing investment management, financial planning, trading and portfolio rebalancing, and tax optimization. They work with individuals, trusts, estates, charitable organizations, and retirement plans. Evident Financial tailors its services to each client's risk tolerance, investment goals, and time horizon. They may also offer general consulting services on a project basis, such as cash flow planning, debt management, and estate planning analysis.
Assets Under Management$110M
Clients86
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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