Astute Evans is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 11 years of industry experience. Astute is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
525 North Tryon Street, 16th & 17th Floors, Charlotte, NC, 28202
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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 Activities
Astute operates his LPL business through Blackbridge Financial and provides investment advisory services through Gladstone Institutional Partners and Independent Advisor Alliance. These activities are investment-related and take up nearly all of Astute's time.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Facet
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
First Investors CorporationBroker
State Registrations4 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.
Exams
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