Client Assets
Annual Fee
$1 to 10,000,000
1.00%
Amounts over $10,000,000
Negotiable
Helping those who don't have an advisor.
We all need help preparing for retirement, but most advisors focus on high-net-worth individuals. Evestia specializes in providing professional investment management for all investors.
2
Free Forecast
Get a free financial forecast by answering a few quick questions
3
Professional Management
Have professionals trade and monitor your portfolio according to your risk and goals
Personal, Easy, Automatic
Open an account in minutes and monitor with an app on your phone or with your computer
Easily transfer your investments and link your bank account for automated savings
Keep your goals on track, as we seamlessly monitor and trade your portfolio in the background
