Evans Investment Advisors provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Founded in 2008 and based in Baton Rouge, Louisiana, the firm helps clients navigate retirement planning, cash flow management, tax strategies, insurance reviews, education funding, and estate planning. Investment management is offered on both a discretionary and non-discretionary basis, primarily utilizing mutual funds and exchange-traded funds structured around core and satellite asset allocation models. Evans Investment Advisors also offers standalone financial planning and business consulting services on an hourly or flat-fee basis. The firm acts in your best interest as a registered investment advisor while maintaining independence, using Charles Schwab and Company as a primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fees are negotiable at the discretion of management.