Sam Evans is a CFA-designated registered investment advisor at Evans Wealth Management, based in Duluth, GA, with 15 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 97 clients with $110M 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 | 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% |
Fees for accounts greater than $5,000,000 are provided on request.
Fee Estimator
Location
6340 Sugarloaf Parkway, Suite 200, Duluth, GA, 30097
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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 Activities
Sam works as a wealth advisor for Legacy Planning Group, Inc., dedicating a significant amount of time to meeting with prospects and clients. He also works part-time as an accounting/finance instructor.
Employment History
Current Registrations
Evans Wealth Management
Previous Registrations
Legacy Planning Group, INC
Golden Years Advisory, LLC
State Registrations2 states
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