Justin Evans is a registered investment advisor at Evans Capital Management Associates, based in Bellevue, WA. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 431 clients with $680M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable based on asset size, investment range, and financial complexity. American Funds program accounts are billed at separate rates of 0.25% up to $2M and 0.20% over $2M.
Fee Estimator
Location
3535 Factoria Blvd Se, Suite 120, Bellevue, WA, 98006
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
Evans Capital Management Associates
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
More Advisors
- Dallas Evans, CFP, ChFCEvans Capital Management Associates
- Brian Leach, CFPEvans Capital Management Associates
- Cheryl Hansford, CFPEvans Capital Management Associates
- Katie Kelly, ChFCState Farm Investment Management CORP.
- Paul Misleh, CFAFortis Capital Management LLC
- Anna Johnson, CFPPathstone