JD
CFP

Jeffrey Scott Dore

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
40 advisors
Number of Clients
946 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$27.7B

Fee Structure

Financial Planning:Included in AUM fee

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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Regulatory History (1)
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Customer Dispute
December 2023
Denied
Employment History
Current Registrations
Evoke Advisors
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
First Republic Securities Company, LLCBroker
January 2013 - June 2019 · 6 yrs 5 mos
First Republic Investment Management, INC.
January 2013 - June 2019 · 6 yrs 5 mos
Luminous Capital, LLC
June 2008 - February 2013 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2003 - May 2008 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2003 - May 2008 · 5 yrs 3 mos
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.