Evan Footer is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Blue Bell, PA, with 5 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B 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 | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
1767 Sentry Parkway West, Suite 110, Blue Bell, PA, 19422-2202
Get directionsHistory
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
Evan is a board member and vice president of The Footer Family Foundation, a charitable organization. He dedicates minimal time to determining charitable donations and is not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations17 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.
Exams
More Advisors
- H. KerrJanney Montgomery Scott LLC
- Elliott Footer, PFSJanney Montgomery Scott LLC
- Russell ValanteJanney Montgomery Scott LLC
- Joshua Pearson, CFPBlue Bell Private Wealth Management, LLC
- Aaron Dessen, CFPPayne Capital Management, LLC
- Charles Funk, CFAIeq Capital, LLC