|Evanson Asset Management|
Specializing in index and passive management.
Low cost, fixed annual retainer fees.
EAM offers low-cost fixed quarterly retainer fees and specializes in index and passive investment management. EAM derives its investment strategy from Modern Portfolio Theory, and makes use of DFA, Vanguard, and ETF funds, as well as cash equivalents, maturity laddered bond portfolios and individual securities. EAM is a registered investment advisor with the Securities and Exchange Commission and manages over $3.0 billion in assets as of Spring 2013. We have pioneered and promoted low fixed quarterly retainer fees since 1995. Typical fees range between $500/quarter to $1250/quarter. Our recommended account minimum is $500,000, although exceptions may be made. EAM has been ranked within the top 50 US advisory firms by Forbes and Investment News since 2008. We custody assets at Schwab, TDAmeritrade, Vanguard, Fidelity, and Jefferson. EAM is an LLC located in Carmel, California with offices in Monterey, California and McLean, Virginia. We may be reached at 1-800-624-1015 or (831) 333-2060, or by e-mail at email@example.com . An SEC ADV disclosure document and references are available by request. Links to a detailed description of our fees and services and articles on a variety of investment topics are found below.
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