Evan Mcmordie is a registered investment advisor at Golden Spread Wealth, LLC, based in Canadian, TX, with 5 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. Their firm serves 40 clients with $17M 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% |
| $1M+ | 0.65% |
Advisory fees are negotiable in certain circumstances based on account size and relationship.
Fee Estimator
Location
124 Main Street, Suite 102, Canadian, TX, 79014
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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
Evan is a trustee of the Frank McMordie, Jr., Family Trust, overseeing agriculture, petroleum, and income distribution, dedicating a few hours per week. He is also a member of EBM Management, LLC, and One-Two Cattle Company, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Golden Spread Wealth, LLC
Previous Registrations
Compass Financial Strategies, INC.
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.