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firewalls. ",[1764],{"type":129,"attrs":1765},{"color":790},{"type":18,"attrs":1767,"content":1768},{"textAlign":34},[1769],{"text":1770,"type":22,"marks":1771},"It also adheres to various California laws that allow consumers to request evidence of how their information is shared and disposed of. ",[1772],{"type":129,"attrs":1773},{"color":790},{"type":764,"attrs":1775,"content":1776},{"level":766,"textAlign":34},[1777],{"text":1778,"type":22,"marks":1779},"Does Evoke Advisors have good customer service? ",[1780],{"type":129,"attrs":1781},{"color":790},{"type":18,"attrs":1783,"content":1784},{"textAlign":34},[1785],{"text":1786,"type":22,"marks":1787},"Evoke Advisors’ clients tend to praise the personalized service they receive from the firm's advisors, as the firm tends to handle its investors and investments professionally and ethically. ",[1788],{"type":129,"attrs":1789},{"color":790},{"type":764,"attrs":1791,"content":1792},{"level":766,"textAlign":34},[1793],{"text":1794,"type":22,"marks":1795},"Get expert financial advice  ",[1796],{"type":129,"attrs":1797},{"color":790},{"type":18,"attrs":1799,"content":1800},{"textAlign":34},[1801],{"text":1802,"type":22,"marks":1803},"Working with Evoke Advisors has pros and cons, so it's essential to understand and compare its services, fees, technology, and customer support before deciding to go with them.  ",[1804],{"type":129,"attrs":1805},{"color":790},{"type":18,"attrs":1807,"content":1808},{"textAlign":34},[1809],{"text":1810,"type":22,"marks":1811},"The firm offers a wide range of services for ultra-high-net-worth individuals and institutions and has several skilled Evoke Advisors on its team to ensure personalized service.  ",[1812],{"type":129,"attrs":1813},{"color":790},{"type":18,"attrs":1815,"content":1816},{"textAlign":34},[1817,1822,1830],{"text":1818,"type":22,"marks":1819},"For expert ",[1820],{"type":129,"attrs":1821},{"color":790},{"text":1823,"type":22,"marks":1824},"financial advice",[1825,1827,1829],{"type":31,"attrs":1826},{"href":816,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1828},{"color":819},{"type":821},{"text":1831,"type":22,"marks":1832}," and to explore your options further, let Unbiased connect you with a financial advisor to guide you toward achieving your financial goals.",[1833],{"type":129,"attrs":1834},{"color":790},{"type":764,"attrs":1836,"content":1837},{"level":766,"textAlign":34},[1838],{"text":1839,"type":22,"marks":1840},"Frequently asked 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situation.",{"type":780,"content":1876},[1877],{"type":18,"attrs":1878,"content":1879},{"textAlign":34},[1880,1884],{"text":1881,"type":22,"marks":1882},"Family office services:",[1883],{"type":38},{"text":1885,"type":22}," Support for high-net-worth families, including bill pay, philanthropy planning, and multi-entity financial management.",{"type":780,"content":1887},[1888],{"type":18,"attrs":1889,"content":1890},{"textAlign":34},[1891,1895],{"text":1892,"type":22,"marks":1893},"Entrepreneur advisory:",[1894],{"type":38},{"text":1896,"type":22}," Guidance for business owners on exit planning, liquidity events, and succession.",{"type":780,"content":1898},[1899],{"type":18,"attrs":1900,"content":1901},{"textAlign":34},[1902,1906],{"text":1903,"type":22,"marks":1904},"Institutional advisory:",[1905],{"type":38},{"text":1907,"type":22}," Portfolio design and investment advice for foundations, pensions, and endowments.",{"type":780,"content":1909},[1910],{"type":18,"attrs":1911,"content":1912},{"textAlign":34},[1913,1917],{"text":1914,"type":22,"marks":1915},"Fiduciary approach:",[1916],{"type":38},{"text":1918,"type":22}," Independent advisors legally required to act in clients’ best interests.","What are the key features of Evoke Advisors?","app-accordion",{"_uid":1922,"text":1923,"title":1936,"component":1920},"3afed938-1f03-4a31-a8bf-3785b748f1d8",{"type":15,"content":1924},[1925],{"type":18,"attrs":1926,"content":1927},{"textAlign":34},[1928,1930],{"text":1929,"type":22},"Yes, Evoke Advisors is a legitimate, SEC-registered investment advisor, ",{"text":1931,"type":22,"marks":1932},"based in Los Angeles with over 100 professionals on their team. ",[1933],{"type":129,"attrs":1934},{"color":1935},"#0A0A0A","Is Evoke Advisors legit?",{"_uid":1938,"text":1939,"title":1951,"component":1920},"97b2c2a7-21a6-4b93-898f-d93d8bab8325",{"type":15,"content":1940},[1941],{"type":18,"attrs":1942,"content":1943},{"textAlign":34},[1944,1946],{"text":1945,"type":22},"Yes, Evoke Advisors operates as a fiduciary. Founded as an ",{"text":1947,"type":22,"marks":1948},"SEC-registered investment adviser (RIA), the firm is committed to a client-first approach. ",[1949],{"type":129,"attrs":1950},{"color":1935},"Is Evoke Adviors a fiduciary?",{"_uid":1953,"text":1954,"title":1963,"component":1920},"08743285-d9b4-4cb9-81b5-5081efe0ab12",{"type":15,"content":1955},[1956],{"type":18,"content":1957},[1958],{"text":1959,"type":22,"marks":1960},"Evoke Advisors was founded in 2019, following its spin-off from First Republic. It is based in Los Angeles, California.",[1961],{"type":129,"attrs":1962},{"color":790},"Where and when was Evoke Advisors founded?",{"_uid":1965,"text":1966,"title":1975,"component":1920},"6a496dff-3e3d-413d-9ed6-e39168891402",{"type":15,"content":1967},[1968],{"type":18,"content":1969},[1970],{"text":1971,"type":22,"marks":1972},"Depending on the specifics of a client’s investments and portfolio, Evoke Advisors charges a fee of between 0.36% and 1% for management services.",[1973],{"type":129,"attrs":1974},{"color":790},"What fees does Evoke Advisors charge?",{"_uid":1977,"text":1978,"title":1987,"component":1920},"0dd04773-1ae5-46f6-b3eb-aa84e88ab494",{"type":15,"content":1979},[1980],{"type":18,"content":1981},[1982],{"text":1983,"type":22,"marks":1984},"Yes, Evoke Advisors often ranks highly among US-based wealth management firms.",[1985],{"type":129,"attrs":1986},{"color":790},"Is Evoke Advisors considered to be a good firm?",[1989],{"_uid":1990,"image":1991,"title":1992,"component":2003,"breadcrumbs":558},"fd0afd04-37f5-4117-9f4a-a77d62fba72f",{"alt":12,"name":12,"title":12,"filename":1235,"copyright":12,"fieldtype":1236},{"type":15,"content":1993},[1994],{"type":18,"content":1995},[1996,2001],{"text":750,"type":22,"marks":1997},[1998],{"type":25,"attrs":1999},{"class":2000},"primary-gradient",{"text":2002,"type":22}," review 2025","app-hero",{"name":2005,"created_at":2006,"published_at":2007,"updated_at":2008,"id":2009,"uuid":2010,"content":2011,"slug":2022,"full_slug":2023,"sort_by_date":34,"position":2024,"tag_list":2025,"is_startpage":543,"parent_id":2026,"meta_data":34,"group_id":2027,"first_published_at":2028,"release_id":34,"lang":730,"path":34,"alternates":2029,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Sam Becker","2025-01-10T11:51:14.455Z","2025-01-30T14:52:03.039Z","2025-01-30T14:52:03.057Z",607154682,"09bb7221-6f0c-4658-b848-7e36ebcd0bad",{"job":2012,"_uid":2013,"name":2005,"image":2014,"component":2018,"education":2019,"expertise":2020,"description":2021},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":2015,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2016,"copyright":12,"fieldtype":1236,"meta_data":2017,"is_external_url":543},19801714,"https://a.storyblok.com/f/185166/718x589/9ca4a8253d/sam-becker.png",{},"article-author","Washington State University, BA in Broadcast Journalism","Sam's work has appeared in Fortune, CNBC, Fast Company, Seattle Business Magazine and more.\nHe co-founded Overcast Merch in 2010, which is now a multi-million dollar operation in Southern California. ","Sam Becker is a freelance writer and journalist based near New York City. He is a native of the Pacific Northwest and a graduate of Washington State University. He has worked as a business and finance journalist and writer for more than a decade, working with media publications, brands, and experts in the field","sam-becker","authors/sam-becker",-30,[],224651374,"b6843cc0-0c6f-4c2c-9be0-fa917cc6d63e","2025-01-10T11:52:17.156Z",[],[2031],{"_uid":2032,"body":2033,"title":2050,"component":2051},"a826379f-39ac-49cc-af76-2f22b9948667",[2034,2038,2042,2046],{"_uid":2035,"href":2036,"text":2037,"component":542,"openInNewWindow":558},"c26ba453-88df-46a0-abf1-14ecaf446ecf","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":2039,"href":2040,"text":2041,"component":542,"openInNewWindow":558},"5e8d9f0c-c900-4311-9ad9-9b06052512ae","https://www.unbiased.com/discover/financial-advice/blackrock-review","BlackRock Review",{"_uid":2043,"href":2044,"text":2045,"component":542,"openInNewWindow":558},"9ffc22e2-7ba9-4453-b60e-1994f521747a","https://www.unbiased.com/discover/financial-advice/edward-jones-financial-advisor","Edward Jones Financial Advisor Review",{"_uid":2047,"href":2048,"text":2049,"component":542,"openInNewWindow":558},"73cc73d4-afaa-4599-b323-b55958975e59","https://www.unbiased.com/discover/financial-advice/creative-planning-review","Creative Planning review","Related articles","app-links-list",{"title":2053,"plugin":2054,"og_image":12,"og_title":12,"description":2055,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Evoke Financial Advisors | Unbiased ","seo_metatags","Learn about Evoke advisor services and much more in this comprehensive guide to help you make informed financial decisions. ","app-article",[],[],"This comprehensive overview of Evoke Advisors delves into the firm’s services, fees, technology, security, and key advantages and disadvantages.",[],"evoke-advisors","discover/financial-advice/evoke-advisors",-3770,[],365590167,"8a8bcd25-3d74-42d8-b982-fcc4e7fb8d37","2024-08-30T09:28:49.337Z",[],{"left":727,"top":727,"width":2070,"height":2070,"rotate":727,"vFlip":543,"hFlip":543,"body":2071},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2073},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2075,2078,2079],{"title":2076,"exact":558,"href":2077},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2080,"disabled":558},"/discover/financial-advice/evoke-advisors",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2082},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777540085105]