Advisor at Elm Tree Capital Management LLC
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Firm
Elm Tree Capital Management LLC
Location
Port Charlotte, FL
Credentials
Series 65
Industry experience
14 years
Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.
$100,000 - $1,000,000: 0.65% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.35% annually
$250 per hour for portfolio monitoring and credit analysis services, negotiable
Account minimum: $100,000
Port Charlotte, FL
Connecticut · Florida
Elm Tree Capital Management, LLC
2019 - Present (7 years)
Key Corp
2011 - 2018 (7 years)
Elm Tree Capital Management, Llc
2010 - 2019 (9 years)
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CFP®, CPA
Punta Gorda, FL
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