William Evans is a registered investment advisor at William Evans Investment Advisor, based in Pipersville, PA, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Real Estate Investing.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial check-up/audit — $1,000 to $3,000 depending on the complexity of your investments. This includes an analysis of your current financial situation, highlighting areas where your portfolio may not be aligned with your goals, such as fees, asset allocation, and college savings.
- Investment strategy and plan — $1,500 to $4,000 depending on the complexity of your investments. This includes a financial check-up and a plan of action to realign your portfolio with your investment objectives.
Location
Pipersville, PA
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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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William is a partner with NavAxxess Health Solutions, LLC, a management consulting company in the pharmaceutical industry. This activity, which is not investment-related, requires a few hours per week.
Employment History
Current Registrations
William Evans Investment Advisor
State Registrations1 state
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