Evoke Advisors offers personalized financial planning and investment management to individuals, including high-net-worth clients, and entities like family offices and trusts. Evoke's services include financial planning, investment management (discretionary and non-discretionary), and consulting for retirement plans. Evoke may recommend external managers and private funds. Evoke is affiliated with MAI Capital Management, LLC.
Fee Structure
Evoke Advisors manages investments for a fee that's a percentage of the value of your portfolio. This fee is negotiable and typically ranges from 0.075% to 1.00% per year. The exact fee depends on the size of your portfolio, the complexity of your investments, and the time and travel required. Evoke may also recommend external managers or private funds, which have their own separate fees.