Evolve Private Wealth Fees & Minimum

Overview

Headquarters: Los Angeles, CA
Total Firm Assets: $2.1 billion
Average High-Net-Worth Client Portfolio Size: $9.6 million

Recent Rankings

Forbes 2025: 181

Fee Disclosure

Source: EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (2026-06-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 82.28%
Number of High-Net-Worth Clients: 184
Total Client Accounts: 3,940
Discretionary Accounts: 3,940

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 333932

EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (2026-06-16) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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Evolve Private Wealth, LLC