Dallas Evans
Dallas Evans is a CFP, ChFC-designated registered investment advisor at Evans Capital Management Associates, based in Bellevue, WA, with 41 years of industry experience. Dallas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 435 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Portfolio management fees may be negotiable. Where Evans Capital Management Associates provides portfolio management services through the investment advisory program offered by American Funds Service Company, their advisory fee is billed at 0.25% of your portfolio assets up to $2,000,000, and 0.20% on portfolio assets over $2,000,000, which is based on the average daily balance of your account.
Fee Estimator
Location
3535 Factoria Boulevard SE, Suite 120, Bellevue, WA, 98006
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Dallas is a managing director at R.L. Evans Co, Inc, dedicating full-time hours to setting investment policy and consulting with clients. He also sells approximately 4 term life insurance policies per year, spending minimal time on this activity.
Employment History
Current Registrations
Evans Capital Management Associates
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Phoenix Equity Planning CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.