Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evoke charges an annual advisory fee that is negotiable and varies based on the size of the relationship, complexity of investments, time commitments, and travel requirements. If based on a percentage of assets under management, the fee generally ranges between 0.075% and 1.00% annually. Financial planning fees are billed based on actual hours logged on the planning project times the contractual hourly rate. Clients have five business days to terminate services without cost.
Areas of Practice
Advisor Information
Office location
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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