Brian Leach is a CFP-designated registered investment advisor at Evans Capital Management Associates, based in Bellevue, WA, with 24 years of industry experience. Brian 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 Blvd Se, Suite 120, Bellevue, WA, 98006
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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 →Other Business Activities
Brian is a notary since 2018. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Evans Capital Management Associates
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.Broker
State Registrations1 state
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