Advisor at Eves&Haines Wealth Management
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
Eves&Haines Wealth Management
Location
Greeley, CO 80634
Credentials
Series 65
Industry experience
12 years
Jesse Eves is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Eves&Haines Wealth Management since 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves&Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm emphasizes strategic asset allocation using ETFs, value equities, and fixed income, alongside specialty municipal and high-yield bond portfolios and ETF strategies based on technical analysis.
Based on Eves&Haines Wealth Management
Financial planning fees: $1,499 for accounts $0 - $249,999; $625 for accounts $250,000 - $999,999; Free for accounts $1 Million and above.
$0 - $999,999: 0.65% $1,000,000+: 0.50%
Commissions received from life insurance and fixed/indexed annuities only, not from securities.
$120/hour
Account minimum: $50,000
4627 W. 20 Th St Rd, Suite B
Greeley, CO 80634
Colorado
Eves&Haines Wealth Management
2014 - Present (12 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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