Evan Beach is a CFP-designated registered investment advisor at Mariner Independent, based in Alexandria, VA, with 17 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
211 N. Union St., Ste. 100, Alexandria, VA, 22314
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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
Evan owns Beach Consulting, a sales consulting and professional speaking business, dedicating minimal time to it. He is also the President and Wealth Advisor at Exit 59 Planning, offering investment advisory services, which takes nearly full-time hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Madison Avenue Securities, LLCBroker
Campbell Wealth Management, INC.
LPL Financial LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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
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