Advisor at Evanson Asset Management, LLC
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Firm
Evanson Asset Management, LLC
Location
Monterey, CA 93940
Credentials
CFP®, Series 65
Industry experience
8 years
Patrick Collins is a CFP® with eight years of industry experience, currently serving as an advisor at Evanson Asset Management, LLC since 2014. He is based in Carmel, CA, and holds a Series 65 license. Evanson Asset Management provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm manages over $5 billion in client assets, emphasizing strategic asset allocation, diversified low-cost passive funds, and a buy-and-hold investment approach.
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
101 Camino Aguajito, #2
Monterey, CA 93940
California · Texas
Evanson Asset Management
2014 - Present (12 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
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Bank
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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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