Evangeline Herrington
Evangeline Herrington is a CFP-designated registered investment advisor at Herrington Wealth Management Corporation, based in Frisco, TX, with 10 years of industry experience. Evangeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $32M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
For assets held away, the fee is 1.20%.
Fee Estimator
Location
6160 Warren Pkwy, Suite 100, Frisco, TX, 75034
Get directionsHistory
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
Evangeline is an insurance agent selling life insurance, annuities, and long-term care products since 2017. She also serves as an advisory council member for Communities Foundation of Texas, a non-profit, dedicating minimal time to attending educational sessions and advising on strategies.
Employment History
Current Registrations
Herrington Wealth Management Corporation
Previous Registrations
International Research Securities, INC.Broker
Xo Wealth Management
Ifs SecuritiesBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Edward Jones
Edward JonesBroker
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.