Evans Wealth Management is a registered investment advisor located in Duluth, Georgia, founded by Sam Evans in 2009. The firm provides comprehensive financial planning, investment management, and business exit planning services for individuals, families, trusts, and business owners. Evans Wealth Management takes a holistic approach to managing client wealth, helping clients develop customized investment policies through strategic asset allocation while incorporating financial planning, retirement planning, tax planning, and estate planning. The firm operates as a fee-only advisor, meaning they are compensated solely by direct fees from clients and do not accept commissions or referral fees from product providers. Portfolios are typically held at independent custodians such as Charles Schwab and may utilize third-party platforms for specialized investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Financial planning services are included in the asset management fee. Fees for accounts over $5,000,000 are provided upon request.