TrueAdvisor
TrueAdvisor
EF
EF

Evan Fishman

Truist Advisory Services, INC.
23 Years of Experience
Annapolis, MD
1 DisclosureBroker
View SEC Summary
View SEC Summary

Evan Fishman is a registered investment advisor at Truist Advisory Services, INC., based in Annapolis, MD, with 23 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1975 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Church Cir, Annapolis, MD, 21401

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
May 2005 - January 2018 · 12 yrs 8 mos
Bb&t Investment Services, INC.
May 2005 - January 2018 · 12 yrs 8 mos
M&t Securities, INC.
November 2004 - February 2005 · 3 mos
M&t Securities, INC.Broker
November 2004 - February 2005 · 3 mos
Legg Mason Wood Walker INC
April 2003 - October 2004 · 1 yr 6 mos
Legg Mason Wood Walker, IncorporatedBroker
February 2003 - October 2004 · 1 yr 8 mos
State Registrations35 states
ALCACODCDEFLGAHIIDILINKYMAMDMEMIMNMOMTNCNHNJNMNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Annapolis, MD →All financial advisors in Maryland →