David Evans is a registered investment advisor at Optima Capital LLC, based in Beaverton, OR, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 614 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Location
500 SW 116th Ave., Beaverton, OR, 97225
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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
David is a Client Executive & Practice Leader at Premier Network, focusing on taxes and insurance, and dedicating a few hours per week. He also serves as a board member and shareholder at HCF, Inc., providing strategic guidance.
Employment History
Current Registrations
Optima Capital LLC
Previous Registrations
Premier Financial Partners, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
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.