EVIDENCE ADVISORS INVESTMENT MANAGEMENT

RIASEC Registered

Total AUM

$78M

Discretionary

$53.4M

68% of AUM

Avg account

$345K

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: BOERNE, Texas
CRD number: 282234
Website: www.evidenceadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.16%
Pension & Profit Sharing Plans33.36%
Individuals19.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Evidence Advisors Investment Management is an independent, individually owned registered investment adviser that serves both individuals/families and institutional clients. The firm combines portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM charges alongside hourly and fixed-fee engagements.