Planning leads. Everything else follows.
We start with a plan for your whole financial life, then manage investments, taxes and estate work from it. One team, one plan, reviewed together.
Ten disciplines, one plan.
Wealth Planning
A living plan that connects every financial decision you make to the life you are building.
Retirement Income Planning
A dependable income plan that coordinates Social Security, pensions, withdrawals and taxes.
Executive Compensation Planning
Strategy for stock options, restricted stock, deferred compensation and concentrated positions.
Risk & Insurance Review
An objective review of your life, disability, long-term care and liability coverage.
Investment Management
Portfolios built around your plan, managed for after-tax results and reviewed by our investment committee.
Tax Planning & Preparation
Proactive tax planning and return preparation from CPAs who sit on the same team as your advisor.
Estate & Legacy Planning
Estate strategy, trust design and family preparation, coordinated with your attorneys and kept current.
Philanthropic Planning
Charitable strategy, donor-advised funds, foundations and education gifting for the next generation.
Business Transition Planning
Exit, succession and liquidity planning for owners of privately held businesses.
Family Office Services
Consolidated reporting, entity management, bill pay and governance for families with complex holdings.
Every service, in detail.
-
Wealth Planning
A living plan that connects every financial decision you make to the life you are building.
-
Investment Management
Portfolios built around your plan, managed for after-tax results and reviewed by our investment committee.
-
Tax Planning & Preparation
Proactive tax planning and return preparation from CPAs who sit on the same team as your advisor.
-
Estate & Legacy Planning
Estate strategy, trust design and family preparation, coordinated with your attorneys and kept current.
-
Retirement Income Planning
A dependable income plan that coordinates Social Security, pensions, withdrawals and taxes.
-
Business Transition Planning
Exit, succession and liquidity planning for owners of privately held businesses.
-
Family Office Services
Consolidated reporting, entity management, bill pay and governance for families with complex holdings.
-
Risk & Insurance Review
An objective review of your life, disability, long-term care and liability coverage.
-
Executive Compensation Planning
Strategy for stock options, restricted stock, deferred compensation and concentrated positions.
-
Philanthropic Planning
Charitable strategy, donor-advised funds, foundations and education gifting for the next generation.
One transparent fee. No commissions.
Most clients pay a single annual fee based on the assets we manage. It covers planning, investment management and, for most clients, tax preparation. We quote it in writing before you commit.
| Assets under management | Annual fee |
|---|---|
| First $2 million | 0.90% |
| Next $3 million | 0.70% |
| Next $5 million | 0.50% |
| Above $10 million | 0.35% |
1. Fees are tiered and blended across all household accounts. Illustrative schedule for this demonstration site.
2. Complex tax returns and family office services are quoted separately before work begins.
Before you ask.
Do I need to use every service?
No. Every client receives planning and investment management. Tax, estate and family office work are added as your situation calls for them, and we tell you when they would not add value.
Can you work alongside my current CPA or attorney?
Yes. Many clients keep the professionals they trust. We coordinate with them and fill in only where there are gaps.
How long does it take to build the first plan?
Most first plans are delivered within 60 days of our discovery meeting, and many sooner. Urgent decisions are handled right away.
Is there a minimum?
We generally work with families who have $2 million or more in investable assets, or expect to after a business sale or liquidity event.
Evenhold Partners, LLC is a fictional registered investment adviser. Fee schedule and services shown are illustrative only.
EVH-2026-0927
