Rachel Evans is a CFP-designated registered investment advisor at William Madison Advisors, INC., based in Abilene, TX. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 505 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The standard annual fee is 0.95% of the portfolio value, payable quarterly in advance. Fees may be negotiated or modified based on individual circumstances, aggregation of accounts, complexity, or portfolio allocation.
Fee Estimator
Location
6452 Central Park Blvd, Abilene, TX, 79606
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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 →Employment History
Current Registrations
William Madison Advisors, INC.
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
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