Evensky & Katz/Foldes Wealth Management
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 109698
- Registered since
- April 4, 2001
- Website
- evensky.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.35%
- Individuals4.41%
- Charitable Organizations2.37%
- Corporations / Businesses1.59%
- Pension & Profit Sharing Plans1.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Evensky & Katz/Foldes Wealth Management is an independent, individual-owned RIA that has been registered with the SEC since 2001. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that also selects external managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting activities and the selection of other advisers. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$2B in ETFs
68%
$1.3B
29%
$623M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $272M | 1,637,516 | 13.89% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 4000 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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