Evan Compton
Evan Compton is a registered investment advisor at Trufinancial Registered Investment Advisory Services, INC, based in San Diego, CA, with 12 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 216 clients with $27M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2016Other Business ActivitiesSells Insurance
Evan is a licensed insurance agent and vice president of sales at TruFinancial & Insurance Services Inc., offering insurance advice and products to clients. These activities involve a conflict of interest due to commissions, but Evan states that he always acts in the best interest of the client.
Employment History
Current Registrations
Trufinancial Registered Investment Advisory Services, INC
Previous Registrations
W&s Brokerage Services, 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.