Evensky & Katz/Foldes Financial Wealth Management

Evensky & Katz/Foldes Financial Wealth Management

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4000 Ponce De Leon Boulevard Suite 850

Coral Gables, FL 33146

305-448-8882

evensky.com

No. advisers: 30

AUM: $1,741,534,739

Asset Breakdown

Staff
Employees 30
Clients
High-net-worth individuals 51-75%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,738,917,483 4,250 $409,157
Non-discretionary 2617256 23 $113,794
Total $1,741,534,739 4,273 $407,567

Deena Katz on the key to the profession's future

November 18, 2017 - Remember when you first started in this industry? Someone said or did something that sparked you to embark on this career? I remember that moment distinctly. A friend and I were sitting around one afternoon and he was reading Money magazine. There was...

Tumultuous stock market puts spotlight on liquid alternative mutual funds

February 7, 2016 - The pitch most advisers get for liquid alternative funds is that they provide superior returns when adjusted for risk. That's a powerful lure in volatile markets when traditional diversification plays, such as international investments, haven't helped....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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