Stephen Evans is a CFA-designated registered investment advisor at Systematic Alpha Investments, LLC, based in Princeton, NJ, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Systematic Alpha Investments' (SAI) annual investment advisory fee is negotiable and is generally a fixed fee dependent on the value of the assets managed. The fee is based on factors like the amount and type of assets and the complexity of the engagement. SAI generally deducts fees or invoices clients monthly, based upon the market value of the assets on the last business day of the previous month. SAI does not generally require an annual minimum fee or asset level for investment advisory services.
Location
36 Mercer Street, Princeton, NJ, 08540
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Systematic Alpha Investments, LLC
Previous Registrations
Advisory Research INC
Merrill Lynch Investment Managers LP
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.