James Evans is a registered investment advisor at Stone Wealth Strategies, based in Denver, CO, with 8 years of industry experience. James 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, Retirement Planning, Tax Planning. Their firm serves 60 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.95% |
| $4M+ | 0.90% |
Fees are negotiable. These fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds.
Fee Estimator
Location
Denver, CO
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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.
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James is a full-time attorney and business owner at the Law Office of J. D. Evans PC. He dedicates nearly full-time hours to this activity, with about half of his time occurring during trading hours.
Employment History
Current Registrations
Stone Wealth Strategies
Previous Registrations
Mathies Financial Partners
State Registrations1 state
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