Evans Capital Management Associates

Evans Capital Management Associates is a Registered Investment Adviser based in Bellevue, Washington, providing personalized investment advisory services since 1991. The firm offers portfolio management, financial planning, and pension consulting services tailored to individual client needs. Portfolio management services include discretionary and non-discretionary continuous management, with an initial consultation to determine client objectives. Discretionary authority allows the firm to manage accounts without client approval within specified parameters. Asset allocation services are also offered to meet client investment goals and objectives. Financial planning services cover a range of advisory services, including tax, estate, and insurance planning. The firm also provides Family Office and Wealth Planning Services, focusing on estate planning, tax planning, and risk management. Pension consulting services are available for employee benefit plans, offering plan reviews, investment advice, and educational seminars for plan participants. The firm primarily advises on ETFs, equity securities, and various other investments based on client goals and objectives. Fees for portfolio management services are based on a blended fee schedule, with additional fees for financial planning services. The firm does not accept performance-based fees or engage in side-by-side management. Clients must have a minimum of $100,000 to open and maintain an advisory account. The firm exercises investment discretion with client authorization and provides detailed information on its brokerage practices, custody, and privacy policies.