Evan Brandsma is a registered investment advisor at Brandsma Capital LLC, based in Hollister, MO, with 1 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients with less than $100,000 in Assets Under Management (AUM) incur a flat fee of $25/month.
Fee Estimator
Location
Hollister, MO
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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 works at Andy's Frozen Custard, dedicating about 10-20% of his time to serving customers and operating the POS system. He also works for Robbins Financial, Doordash, Uber, and Walmart Spark, spending about 10-20% of his time on Robbins Financial and a few hours per week on the others.
Employment History
Current Registrations
Brandsma Capital LLC
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.