Evan Withner is a registered investment advisor at Apm Wealth, based in Jersey Village, TX, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $33M 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 | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fee Estimator
Location
Jersey Village, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan performs music at events as a sole proprietor and hosts saxophone summer camps through The Young Saxophonist's Institute, LLC. These activities take a few hours per week.
Employment History
Current Registrations
Apm Wealth
State Registrations8 states
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