Matthew Evans
Matthew Evans is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Naperville, IL, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2155 Citygate Lane, Suite 125, Naperville, IL, 60563
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
Matthew is associated with VestGen Advisors, LLC as an RIA, dedicating full-time hours to it. He is also an employee of Mohns & Haller Inc., where payroll and benefits are paid to employees, spending minimal time on this investment-related activity. Additionally, Matthew is a passive shareholder with no duties at Wisdom4Wealth, LLC.
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Secura Financial
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Ministry Partners Securities, LLC
Ministry Partners Securities, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 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.