Charles Evans
Charles Evans is a registered investment advisor at Astra Wealth Management Group, based in Plano, TX, with 35 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 964 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.
Location
5700 Granite Parkway, Suite 330, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Charles has 100% ownership in Evans Wealth LLC since 2019, dedicating a few hours per week. He also owns Evans Family Wealth LLC since 2022, which holds his personal residence, and is a trustee for Evans Wealth 401k, dedicating minimal time.
Employment History
Current Registrations
Astra Wealth Management Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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.