Barton Evans
Barton Evans is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Baton Rouge, LA, with 24 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6713 Perkins Rd, Baton Rouge, LA, 70808
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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 ActivitiesSells Insurance
Barton manages compensation through BTE Wealth Management, LLC, and is an investment advisor representative for Evans Investment Advisors, LLC, dedicating nearly full-time hours to research, trading, client meetings, and account administration. Barton also sells life and disability insurance and is a board member for the Louisiana Wildlife & Fisheries Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Evans Investment Advisors, L.L.C.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations8 states
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