Scott Evans
Scott Evans is a CFA, CFP-designated registered investment advisor at Liberty Atlantic Advisors, based in Princeton, TX, with 12 years of industry experience. Scott 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, Investment Management, and 2 more. Their firm serves 137 clients with $190M 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 | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable above $10,000,000. If a third-party advisor manages the account, an additional fee of 0.15% per annum is charged, not to exceed 3% in total.
Fee Estimator
Location
Princeton, TX
Get directionsHistory
Regulatory History (1)
Criminal
June 2016Other Business ActivitiesSells Insurance
Scott owns an investment-related private residence in Princeton, TX. He is also a licensed insurance agent since January 2021, selling insurance products and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Liberty Atlantic Advisors
Previous Registrations
Beacon Global Advisor Network, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Trust Company, Fsb
Larimer Capital Corporation
Larimer Capital CorporationBroker
U.S. Trading CORP.Broker
Prudential Securities IncorporatedBroker
Lipper Analytical Securities CorporationBroker
State Registrations2 states
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.