Evolve Private Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. Evolve creates customized investment strategies based on client goals and risk tolerance, using mutual funds, ETFs, individual stocks, and bonds. They may also recommend independent managers or lending programs. Financial planning services cover areas like retirement, education savings, and charitable giving. Evolve also manages pooled investment vehicles.
Fee Structure
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.