Samantha Evans is a registered investment advisor at Bond Tech INC, based in Bellbrook, OH, with 3 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 129 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creekside Wealth Management offers portfolio management services for individual clients. The fee is a percentage of the value of your portfolio and is negotiable, but will not exceed 1.5% annually. The fee is typically billed monthly, in advance. Bond-Tech may use sub-advisers to manage a portion of your account.
Location
135 E. Franklin St, Bellbrook, OH, 45305
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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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Samantha is an Investment Advisor Representative at Bond-Tech, Inc., dedicating about half of her time to this role. She is also a co-owner of Red Barn Designs, a wood crafts sales business, spending minimal time on it.
Employment History
Current Registrations
Bond Tech INC
Previous Registrations
Invest Capital Partners
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.