Advisor at Evanson Asset Management, LLC
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Firm
Evanson Asset Management, LLC
Location
Carmel, CA
Credentials
Series 65
Industry experience
19 years
David Sherwood Jr. is a Series 65-licensed financial advisor with Evanson Asset Management, LLC, where he has worked since 2006. He has 19 years of industry experience. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities with discretionary investment management and financial planning. The firm manages over $5 billion in client assets and employs a strategic asset allocation approach focused on broadly diversified, low-cost, passively managed funds and selective fixed-income holdings.
Based on Evanson Asset Management, LLC
Financial Planning Services at $200 per hour
Account minimum: $500,000 Minimum fee: Fixed annual fee typically between $2,500 to $8,000 per year, paid quarterly ($625 to $2,000 per quarter); may be higher for complex or large accounts; one-time setup fee up to $250-$750 may be charged Fee-only: Investment management fees are fixed annual fees paid quarterly; Financial Planning charged at $200/hour with standard plans starting at $800
Carmel, CA
California · Texas · Virginia
Evanson Asset Management, LLC
2006 - Present (20 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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