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Evanson Asset Management® (EAM) offers very low-cost fixed quarterly retainer fees and specializes in index and passive investment management.  EAM derives its investment strategy from academic research and makes use of passive portfolios from Dimensional Fund Advisors (DFA) and Vanguard ETF index funds along with other securities as well as cash equivalents, maturity laddered bond portfolios, bond funds, Reits, commodity funds, and gold.  EAM is a registered investment advisor with the Securities and Exchange Commission, has been doing business since 1995 and as of January 2024 EAM manages over $4.8 billion in client assets.  Since 1995 we have pioneered and promoted very low fixed quarterly retainer fees which include full advisory services.  Our typical fixed fees are between $625/quarter and $2,000/quarter.  Our recommended account minimum is $500,000 although exceptions may be made.

EAM is ranked within the top 100 US advisory firms by Forbes, Bloomberg, Financial Planning, and Investment News and the Financial Times has also named EAM one of the top US RIA firms. Rankings are based on assets under management and asset growth. We custody assets at Schwab and Fidelity.  EAM is an LLC located in Carmel, California with offices in Monterey, California, and Arlington, Virginia.  We may be reached at 831-333-2060, or by e-mail at service@evansonasset.com. Our Client Relationship Summary is available here: (ADV 3- FORM CRS). For additional information on our advisory services, see our Brochure available at https://adviserinfo.sec.gov/firm/summary/135188.

Links to a detailed description of our fees and services and articles on a variety of investment topics are presented below.

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