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Evanson Asset Management

Finance · California, United States · <25 Employees

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About

Headquarters

3483 Greenfield Pl, Carmel, California, 93923, ...

Phone Number

(831) 333-2060

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Evanson Asset Management

Evanson Asset Management® (EAM) offers low-cost fixed quarterly retainer fees and specializes in index and passive investment management. EAM deriv es 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

Evanson Asset Management's Social MediaPopular SearchesEvanson Asset Management LLCEvanson Asset ManagementSteven EvansonEvanson IncCa/ Evanson Asset Management LLCSIC Code 67,672NAICS Code 52,525Show more

Evanson Asset Management Org Chart

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Kimberly Adams

Manager, Operations

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Frequently Asked Questions Regarding Evanson Asset Management

Where is Evanson Asset Management located?
Evanson Asset Management's headquarters are located at 3483 Greenfield Pl, Carmel, California, 93923, United States
What is Evanson Asset Management's phone number?
Evanson Asset Management's phone number is (831) 333-2060
What is Evanson Asset Management's official website?
Evanson Asset Management's official website is www.evansonasset.com
What is Evanson Asset Management's Revenue?
Evanson Asset Management's revenue is <$5 Million
What is Evanson Asset Management's SIC code?
Evanson Asset Management's SIC: 67,672
What is Evanson Asset Management's NAICS code?
Evanson Asset Management's NAICS: 52,525
How many employees does Evanson Asset Management have?
Evanson Asset Management has <25 employees
What industry does Evanson Asset Management belong to?
Evanson Asset Management is in the industry of: Finance General, Finance
What is Evanson Asset Management competition?
Evanson Asset Management top competitors include: Latticeworkwealth, Investopedia, Cardiff Park Advisors, BullGlobe
What technology does Evanson Asset Management use?
Some of the popular technologies that Evanson Asset Management uses are: Microsoft 365, StackPath CDN, Microsoft Exchange Online
How do I contact Evanson Asset Management?
Evanson Asset Management contact info: Phone number: (831) 333-2060 Website: www.evansonasset.com
What does Evanson Asset Management do?

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

What are Evanson Asset Management social media links?
Evanson Asset Management Linkedin page
Is Evanson Asset Management a public company?
Evanson Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Evanson Asset Management

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