John Evans
John Evans is a CFP-designated registered investment advisor at Sageguard Financial Group, LLC, based in Savannah, GA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,469 clients with $760M 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 $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Location
Savannah, GA
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 →Other Business ActivitiesSells Insurance
John is the President of Evans Advisory Services, LLC, providing financial services including fixed annuities and life insurance, dedicating about 10-20% of his time. He also works as an assistant to a sales executive for The Landings Company, spending about 10-20% of his time assisting with real estate sales.
Employment History
Current Registrations
Sageguard Financial Group, LLC
Previous Registrations
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
Brookstone Capital Management LLC
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
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.