Evestia is compensated for its advisory services by charging an annual fee of 1.00% or less of the net market value of a Client’s Account as detailed in the table below.
First Million ($0-1M)
Next Million ($1-2M)
Next Million ($2-3M)
Next Million ($3-4M)
Next Million ($4-5M)
Assets over $5 M
There is no account minimum required to open an account and no minimum required for automated periodic investments, providing easy access for investors of all sizes.
How do we keep your money safe?
Evestia Financial does not directly handle or custody client funds. For the benefit of no commissions or transaction fees, fully digital account opening, and complete integration with software tools, Evestia partners with Altruist Financial LLC as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients' custodian. As a member of the Securities Investor Protection Corporation (SIPC), funds are available to meet customer claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please visit www.sipc.org. Apex has purchased an additional insurance policy through a group of London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter) to supplement SIPC protection. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities.