Back to top

Evensky & Katz/Foldes Financial Wealth Management

Evensky & Katz/Foldes Financial Wealth Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 21, 2019
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $407.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

22

name start date
Deana Lynn Kelly
April 2002
Marcos Andres Segrera
June 2018
Danqin Fang
August 2016
Michael Dean Hoeflinger
July 2014
Harold Ray Evensky
April 2002

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Lane Mcmaster Jones Management Committee Member, Chief Investment Officer July, 2014 10% to 25%
    David Samuel Evensky Management Committee Member July, 2014 10% to 25%
    Matthew A Mcgrath Management Committee Member, Managing Partner July, 2014 10% to 25%
    Brett David Horowitz Management Committee Member July, 2014 5% to 10%
    Taylor Milton Gang Management Committee Member July, 2014 5% to 10%
    Kathryn Jean Salter Management Committee Member March, 2019 less than 5%
    Deena Boone Katz Founder, Member July, 2014 less than 5%
    Harold Ray Evensky Founder, Member July, 2014 less than 5%
    Steven Michael Foldes Management Committee Member, Vice-Chairman July, 2014 less than 5%
    David Lee Garcia Management Committee Member July, 2014 less than 5%
    Maria Chaves Bielow Chief Compliance Officer, Officer October, 2004 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees