Sam Evans is a CFA-designated registered investment advisor at Evans Wealth Management, based in Duluth, GA, with 16 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 97 clients with $110M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Financial planning services are included in the asset management fee. Fees for accounts over $5,000,000 are provided upon request.
Fee Estimator
Location
6340 Sugarloaf Parkway, Suite 200, Duluth, GA, 30097
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
Sam works as a wealth advisor for Legacy Planning Group, Inc., dedicating a significant amount of time to meeting with prospects and clients. He also works part-time as an accounting/finance instructor.
Employment History
Current Registrations
Evans Wealth Management
Previous Registrations
Legacy Planning Group, INC
Golden Years Advisory, LLC
State Registrations2 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
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