Evan Lyons is a registered investment advisor at Allspring Funds Management, LLC, based in Charlotte, NC, with 23 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
1415 Vantage Park Drive, 3rd Floor, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLCBroker
Allspring Funds Distributor, LLC
Previous Registrations
Wells Fargo Funds Management, LLC
Susquehanna Financial Group, LllpBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Citigroup Global Markets INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Securian Financial Services, INC.Broker
State Registrations20 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.