Robert Evans
Robert Evans is a CFP-designated registered investment advisor at Brookwood Investment Group, based in Caldwell, TX, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Caldwell, TX
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Regulatory History (1)
Regulatory
May 2001Other Business ActivitiesSells Insurance
Robert is an insurance agent for Evans & Evans since 1992, focusing on life insurance and annuity products, dedicating about 10-20% of his time. He is also a managing director for Redwood Tax Specialists, selling insurance, and a sales rep for National Gold Consultants, both taking minimal time.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Foundations Investment Advisors LLC
Brookstone Capital Management LLC
Virtue Capital Management, LLC
Quartermaster Wealth Management, LLC
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
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Mimlic Sales CorporationBroker
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.