Evan Harris
Evan Harris is a registered investment advisor at Evergreen Wealth Partners LLC, based in Kalispell, MT, with 13 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 718 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth charges up to 1.50% of your portfolio annually for wealth management services. This fee includes securities transaction costs and custody fees. The fee is calculated based on the market value of your investments at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable.
Location
104 Westview Park Place, Suite 100, Kalispell, MT, 59901
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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 ActivitiesSells Insurance
Evan operates under several DBAs for his LPL business, including Harris Financial Services, Inc. and Bulls and Bears, Inc., dedicating full-time hours to these activities. He also spends minimal time on non-variable insurance and Harris Financial Real Estate, LLC.
Employment History
Current Registrations
Evergreen Wealth Partners LLC
Previous Registrations
LPL Financial LLC
Mwboone and Associates, LLC
LPL Financial LLCBroker
LPL Financial LLC
Metlife Securities 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.