Sharon Evans
Sharon Evans is a registered investment advisor at Marshall Investment Management, LLC, based in Greenwood Village, CO, with 24 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marshall Investment Management manages investment portfolios for a fee, which covers advisory services, transaction costs, and account maintenance. The maximum annual advisory fee is 1.50% of the portfolio's value. The fee is billed quarterly in advance, based on the previous month's ending balance. Fees may be negotiable based on account size or complexity. Clients can terminate the agreement with written notice, and unearned fees will be refunded.
Location
5251 Dtc Parkway, Suite 1185, Greenwood Village, CO, 80111
Get directionsHistory
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 ActivitiesSells Insurance
Sharon operates Marshall Investment Management as a DBA for LPL business and provides investment advisory services through the firm, dedicating full-time hours to it. She also works as a notary public for the State of Colorado, spending minimal time on it, and is a non-variable insurance producer, spending minimal time on it.
Employment History
Current Registrations
Marshall Investment Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Personal Benefit Services of Colorado, INC.
Royal Alliance Associates, INC.Broker
State Registrations33 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.