EC
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Evasio Cagande

26 Years of Experience
Princeton, NJ
1 Disclosure

Evasio Cagande is a registered investment advisor at White Knight Strategic Wealth Advisors, LLC, based in Princeton, NJ, with 26 years of industry experience. Evasio 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 167 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
167 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$178.6M

Fee Structure

Planning is charged separately
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+0.45%

Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. WKSWA assesses a fee of 0.75% on assets managed through Pontera.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Canal Pointe Blvd., Suite 114F, Princeton, NJ, 08540

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2019
Employment History
Current Registrations
White Knight Strategic Wealth Advisors, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2002 - July 2019 · 17 yrs
Ameriprise Financial Services, INC.Broker
June 1999 - July 2019 · 20 yrs 1 mo
Ids Life Insurance CompanyBroker
June 1999 - July 2006 · 7 yrs 1 mo
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Evasio Cagande - Financial Advisor | TrueAdvisor