Overview

Total Firm Assets
$226 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: EVANSBROOK ADV 2A & 2B (2026-03-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.85%
$1,000,001 $5,000,000 0.65%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,500 0.85%
$5 million $34,500 0.69%
$10 million $64,500 0.64%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
96.65%
Number of High-Net-Worth Clients
67
Total Client Accounts
195
Discretionary Accounts
195

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
327916

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions