Evan Matthew Biggs
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Investment management fees for SDWMA Personal Financial Services are based on a percentage of assets under management. For accounts over $1,000,000, the annual fee starts at 1.00% on the first $1,000,000. Fees may be negotiable. Financial planning services are generally included for investment management clients with household assets above $1,000,000. Otherwise, financial planning fees may be charged as a fixed fee or hourly rate ($250-$350/hour). Retirement Solutions fees range from 0.20% to 1.00% of AUM or are negotiable as a flat or project fee. SD Advantage IRA Platform fees will not exceed 0.75% annually and may be negotiated.
Areas of Practice
Advisor Information
Office location
65 East State Street, Suite 2000, Columbus, OH, 43215
Get directionsRegulatory History
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