Evan Dwyer is a CFA-designated registered investment advisor at Nexwealth LLC, based in Philadelphia, PA, with 2 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 145 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NexWealth charges a percentage of your portfolio's value each quarter, paid in advance. The fee is calculated by multiplying the portfolio value on the first day of the quarter by the annual fee percentage, then dividing by four. The specific fee schedule is in your agreement. Fees and minimum account size may be negotiable.
Location
1500 JFK Boulevard, Suite 1015, Philadelphia, PA, 19012
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
Nexwealth LLC
Previous Registrations
Waldron Private Wealth
State Registrations2 states
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.