Patrick Evans
Patrick Evans is a registered investment advisor at Grant Street Asset Management INC, based in Canonsburg, PA, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 440 clients with $670M 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 | 1.50% |
| $1M+ | 1.00% |
Minimum account size of $500,000, but this may be negotiable. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
380 Southpointe Blvd, South Pointe Plaza Ii Suite 315, Canonsburg, PA, 15317
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Regulatory History (1)
Regulatory
November 2024Employment History
Current Registrations
Grant Street Asset Management INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.