Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable depending on the size of the account and other considerations. Institutional balanced account fees range from 1% of assets under management and below. Institutional fixed income account fees range from 0.50% of assets under management and below. Other fees clients may incur include custodian fees and other transaction costs.
Areas of Practice
Advisor Information
Office location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Evan serves as a trustee for Alaska Permanent Capital Management Company's 401(k) plan. His duties involve general fiduciary administration and require minimal time.