Bethany Evans is a CFP-designated registered investment advisor at Blue Ocean Capital, based in West Palm Beach, FL. Bethany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 168 clients with $620M 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 $1.5M | 1.00% |
| $1.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are subject to negotiation and may vary from the standard schedules to reflect circumstances that apply to a specific client account.
Fee Estimator
Location
501 South Flagler Drive, Suite 220, West Palm Beach, FL, 33401
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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
Bethany is the President of Meyers, Evans, & Feagans, P.A., a tax preparation CPA firm, since 2010. She spends about 10-15% of her time there, mainly during tax season, as a tax return reviewer.
Employment History
Current Registrations
Blue Ocean Capital
State Registrations1 state
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