Evan Daniels is a registered investment advisor at Nexus One Financial Advisors LLC, based in Plano, TX. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 685 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nexus One Financial Advisors offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.85%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance. If Nexus One uses unaffiliated investment managers, the total fee, including Nexus One's fee and the manager's fee, will not exceed 2.50% annually.
Location
5060 Tennyson Pkwy, Suite 300, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nexus One Financial Advisors LLC
State Registrations1 state
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