Investment Management

Once we have your financial plan together, I have more of an idea of your tolerance for risk, your goals, and your timeline for reaching them, as well as a better idea of your tax situation. I will use this information to help determine how to invest your money in a tax-efficient manner.

Evolution Financial has a relationship with TD Ameritrade, but my clients are not limited to that as their custodian. There are ways to work with accounts held elsewhere, even employer retirement plans. This way we can coordinate your accounts to have you invested as tax-efficiently as possible, and in a way that will help to optimize the funding of your goals.

Cost:

In order to best serve you, investment management services are provided as a complement to your financial planning services, and thus the management fees are in addition to the financial planning fees. Your annual management fees are paid quarterly in arrears, and follow the fee schedule listed below for assets under management under $300,000.

$0 up to $300,000 - 0.50%, plus $1,800/year for financial planning services


Once the assets you have managed by Evolution Financial are over $300,000, I include the financial planning costs within your management fee for your investments, and the costs follow the schedule below:

$0 up to $500,000 - 1.00%

$500,000 up to $1,000,000 - 0.90%

$1,000,000 up to $2,000,000 - 0.80%

$2,000,000 up to $5,000,000 - 0.65%

Over $5,000,000 - 0.50%