Evanson Asset Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
101 Camino Aguajito, Monterey, Californi...Phone Number
(831) 333-2060Website
www.evansonasset.comRevenue
<$5 MillionIndustry
About Evanson Asset Management
Evanson Asset Management (EAM) specializes in index and passive investment management, offering low-cost fixed quarterly retainer fees. The firm utilizes passive portfolios from Dimensional Fund Advisors and Vanguard ETF index funds, managing over $5 billion in client assets since its inception in 1995. EAM provides full advisory services with typical fees ranging from $625 to $2,000 per quarter, targeting clients with a minimum investment of $500,000. The company is a registered investment advisor located in Carmel, California, with additional offices in Monterey and Arlington.Explore more
Evanson Asset Management Org Chart
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Evanson Asset Management (EAM) specializes in index and passive investment management, offering low-cost fixed quarterly retainer fees. The firm utilizes passive portfolios from Dimensional Fund Advisors and Vanguard ETF index funds, managing over $5 billion in client assets since its inception in 1995. EAM provides full advisory services with typi... Read More
