Evan Marquis is a CFP-designated registered investment advisor at Milestone Financial Planning, LLC, based in Stratham, NH, with 3 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 257 clients with $590M 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 | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Clients are subject to a minimum annual fee of $10,000, which may be waived at the firm's sole discretion. Fees are negotiable.
Fee Estimator
Location
7B Emery Lane, Stratham, NH, 03885
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 →Employment History
Current Registrations
Milestone Financial Planning, LLC
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.
Exams
More Advisors
- Cameron Barker, CFPMilestone Financial Planning, LLC
- Jonathan Harrington, CFPMilestone Financial Planning, LLC
- Bradley Clark, CFPClark Asset Management, LLC
- Amy Hammershoy, CFP, ChFCEdward Jones
- Molly Talty, ChFCMariner Independent
- Michael Matty, CFA, CFP, ChFCSt. Germain Investment Management