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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
Caldwell, TX
Get directionsHistory
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.
The O.N. Equity Sales CompanyBroker
Washington Square Securities, INC.Broker
Guardian Investor Services CorporationBroker
The O.N. Equity Sales CompanyBroker
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.
Exams
More Advisors
- Anthony Zaccagnino, ChFCCaldwell Investment Services LLC