Hans Ewert is a registered investment advisor at Captrust, based in Costa Mesa, CA, with 24 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
1124 Bristol St., Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
Hans is a Wealth Advisor and Senior Vice President at Alpha Cubed Investments, spending about two-thirds of his time referring individuals. He also sells annuities and insurance products as suitable for clients and works as an insurance agent, dedicating minimal time to fixed insurance sales.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Alpha Cubed Investments, LLC
Previous Registrations
The Leaders Group, INC.Broker
Mutual Securities, INC.Broker
Trw Investments
Latitude Advisors, LLC
Gwn Securities INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Atlas Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities, LLCBroker
State Registrations8 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.