Evanson Asset Management - Business Information

Finance · California, United States · <25 Employees

Evanson Asset Management® (EAM) offers low-cost fixed quarterly retainer fees and specializes in index and passive investment management. EAM derives its investment strategy from academic research and makes use of passive portfolios from Dimensional Fund Advisors (DFA) and Vanguard and ETF index funds, as well as cash equivalents, maturity laddered bond portfolios and individual securities. EAM is a registered investment advisor with the Securities and Exchange Commission and manages over $4.4 billion in assets as of March 2018. We have pioneered and promoted low fixed quarterly retainer fees since 1995. Typical fees are between $625/quarter and $2500/quarter. Our recommended account minimum is $500,000 although exceptions may be made. EAM has been ranked within the top 100 US advisory firms by Forbes, Bloomberg, Financial Planning, and Investment News and in June 2016 the Financial Times named EAM one of the top US RIA firms. Rankings are based on growth and assets under management, not returns. We custody assets at Schwab, TDAmeritrade, Fidelity, and Jefferson. EAM is an LLC located in Carmel, California with offices in Monterey, California and Arlington, Virginia. We may be reached at 1-800-624-1015 or (831) 333-2060, or by e-mail at steven@evansonasset.com . An SEC ADV disclosure document and references are available by request. Links to a detailed description of our fees and services and articles on a variety of investment topics are presented below.Read More

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