Cameron Evans
Cameron Evans is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Greenville, NC, with 22 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B 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 | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
905-B Conference Dr, Greenville, NC, 27858
Get directionsHistory
Regulatory History (2)
Financial
October 2020Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Cameron is an insurance agent with Evans Wealth & Asset Management, Inc. since 2012, selling various insurance products and dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Previous Registrations
Foundations Investment Advisors LLC
Lifepro Asset Management
Fusion Capital Management
First Citizens Investor Services, INC.
LPL Financial Corporation
Raymond James Financial Services
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.