Evan Kubiak
Advisor at Endowment Wealth Management, Inc.
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.
Advisor at Endowment Wealth Management, Inc.
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.
Location
Appleton, WI 54914-8531
Credentials
CFP®, Series 65
Industry experience
3 years
Evan Kubiak is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently a Wealth Analyst at Endowment Wealth Management, Inc. in Appleton, WI. Prior to joining Endowment Wealth Management, he held positions at Northwestern Mutual and has experience working with local organizations including Meridian Hills Country Club and youth sports associations. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs, separately managed accounts, and alternative private investments, and offers specialized services including family office support and participant-level advice.
Based on Endowment Wealth Management, Inc.
Based on Endowment Wealth Management, Inc.
Financial planning fixed fees generally range from $1,000 to $3,500.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,000 - $5,000,000: 0.80% annually $5,000,000 - $7,500,000: 0.70% annually $7,500,000 - $10,000,000: 0.60% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000 - $30,000,000: 0.40% annually $30,000,000+: Negotiable
Financial planning: $350/hour; Advisory consulting: $250-$500/hour; Family office services: $60-$250/hour.
Performance fees of 10% of profits on certain private equity and venture capital investments for qualified clients; performance-based compensation received at fund level for affiliated private funds (SPVs).
Fee-only: Asset-based advisory fees, financial planning hourly or fixed fees, advisory consulting hourly fees, family office services hourly fees; no commissions charged by EWM.
W6272 Communication Court
Appleton, WI 54914-8531
South Carolina · Wisconsin
Endowment Wealth Management
2023 - Present (3 years)
Endowment Wealth Management
2022 - 2023 (1 year)
Endowment Wealth Management
2021 - 2022 (1 year)
Northwestern Mutual
2021 - 2021 (1 year)
Meridian Hills Country Club
2019 - 2020 (1 year)
Butler University
2018 - 2022 (4 years)
Fox Valley Tennis Association
2014 - 2019 (5 years)
Wisconsin Youth Soccer Association
2014 - 2018 (4 years)
Neenah School District
2011 - 2018 (7 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:
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.
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.
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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