Advisor at Scharf Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Scharf Investments, LLC
Location
Los Gatos, CA 95032
Credentials
CFA®, Series 63, Series 65
Industry experience
9 years
Evan Jones is a CFA® charterholder with nine years of industry experience. He is currently with Parallel Advisors, LLC and was previously with Scharf Investments and BNY Mellon. Jones holds Series 63 and Series 65 registrations. Scharf Investments, LLC is an SEC-registered adviser serving high-net-worth individuals, family offices, trusts, retirement accounts, corporations, endowments, foundations, and other investment advisers. The firm offers portfolio management across various asset classes and employs a multi-factor screening process to construct concentrated equity portfolios tailored to client objectives.
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
$0 - $3,000,000: 1.25% annually (Equity Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.80% annually (Equity Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Equity Solution Asset Based Fee) $0 - $3,000,000: 1.0% annually (Multi-Asset Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.75% annually (Multi-Asset Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Multi-Asset Solution Asset Based Fee) $0 - $5,000,000: 0.5% annually (Fixed Income Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Fixed Income Solution Asset Based Fee)
12% of net profits for accounts with performance fees, after exceeding prior cumulative losses
Account minimum: $1,000,000 Fee-only: Financial planning fees beginning at $2,500, variable based on complexity
16450 Los Gatos Boulevard, Suite 207
Los Gatos, CA 95032
California · Texas
Parallel Advisors, LLC
2021 - Present (5 years)
Scharf Investments
2019 - 2021 (2 years)
BNY Mellon
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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