Evoke Advisors
Assets Under Management
$27.7B
Number of Clients
946
Number of Advisors
40
Average Client AUM
$29.3M
AUM per Advisor
$692.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Evoke Wealth offers personalized financial planning and discretionary/non-discretionary investment advisory services to individuals (including high-net-worth), family offices, trusts, and estates. They also provide consulting to pension plans, pooled investment vehicles, foundations, endowments, charities, guilds, health plans, investment companies, corporations, and other business entities. Services include tax, estate, philanthropic, and risk management planning.
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
Location
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025