Evanson Asset Management

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 $1.8 billion in assets as of Spring 2008. Typical fixed fees range from about 0.05% to 0.20% of assets. We have employed and promoted fixed quarterly retainer fees since 1995. Our recommended account minimum is $1,000,000, although exceptions may be made. We manage assets at Schwab, TDAmeritrade, Vanguard, Fidelity, and Aegon. EAM is an LLC in CA and is located in Carmel, California. We may be reached at 1-800-624-1015 or (831) 333-2060, or by e-mail at steven@evansonasset.com . An SEC ADV disclosure document and references are available by request. Detailed information on EAM's fees and services and a variety of investment issues may be obtained by clicking on topics on the left side of the screen.

steven@evansonasset.com