Chad Evans is a registered investment advisor at Altere Financial, LLC, based in Austin, TX, with 5 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 37 clients with $55M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Altere Financial may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
500 W 2nd St., Suite 1900, Austin, TX, 78701
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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 Activities
Chad is the owner and president of Evans Sternau CPA, LLC, a CPA firm, since September 2022. He dedicates full-time hours to accounting and tax services, with most of those hours during trading hours.
Employment History
Current Registrations
Altere Financial, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Frost Brokerage Services, INC.Broker
Edward JonesBroker
State Registrations1 state
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