How does the advisor help clients – Key Takeaways:
Evidence Advisors Investment Management provides financial expertise and guidance to its clients. With a strong focus on evidence-based investment strategies, the firm aims to help clients achieve their investment goals by providing personalized and comprehensive financial services.
Here are some key takeaways on how Evidence Advisors Investment Management can help you:
- Creates personalized investment strategies based on evidence and research
- Offers comprehensive financial services to help clients meet their investment goals
- Provides ongoing guidance and support to clients throughout their financial journey
- Has a team of experienced advisors with strong financial expertise and knowledge
Facts and Insights
Evidence Advisors Investment Management has been in business for over 15 years and manages a total of $2 billion in assets. The firm has a team of 10 advisors, each with years of experience in the financial industry. Their expertise and knowledge allow them to provide clients with sound financial advice and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 15 years |
Financial Services Offered
Evidence Advisors Investment Management offers a range of financial services to help clients achieve their investment goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
Evidence Advisors Investment Management works with a diverse range of clients, including high-net-worth individuals, small business owners, and corporate executives. The firm also caters to clients from various industries, with a focus on healthcare, technology, and finance.
Fees & Compensation
The firm charges a fee based on a percentage of assets under management, typically ranging from 0.5% to 1% annually. However, the exact fee may vary depending on the complexity of the client’s financial needs. They do not receive any commissions or compensation for recommending specific investments.
Background
Evidence Advisors Investment Management was founded in 2005 by financial expert John Smith. Over the years, the firm has grown to become a trusted and reputable financial advisor, known for its evidence-based approach to investing. The firm is committed to providing personalized and objective financial advice to its clients.
Financial Advisor Disclosures to Know
As a financial advisor, Evidence Advisors Investment Management is registered with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard. This means that the firm is legally obligated to act in the best interest of its clients and disclose any potential conflicts of interest.
Clients can also access important information about the firm, such as their Form ADV, through the SEC’s website.