How does EVANS CAPITAL PARTNERS LLC help clients – Key Takeaways:
Evans Capital Partners LLC is a leading financial firm that provides exceptional services to clients seeking expert financial advice. With a team of highly experienced advisors, the firm assists clients in managing their wealth and finances by providing them with personalized financial plans and strategies. Through their comprehensive services and strategic approach, EVANS CAPITAL PARTNERS LLC helps clients achieve their financial goals and secure their financial future.
Facts and Insights
EVANS CAPITAL PARTNERS LLC has been in the financial industry for over 20 years, making it a reputable and experienced firm. The firm has a team of over 100 advisors who have a combined experience of over 500 years in the financial sector. This extensive knowledge and expertise allow the firm to provide clients with sound financial advice and solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 100+ | 20+ years |
Financial Services Offered
EVANS CAPITAL PARTNERS LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm also provides specialized services such as business valuation and succession planning for business owners.
Client Types
The clients of EVANS CAPITAL PARTNERS LLC range from high-net-worth individuals to business owners, retirees, and young professionals. The firm caters to the unique needs of each client and provides tailored solutions to help them achieve their financial goals.
Fees & Compensation
EVANS CAPITAL PARTNERS LLC charges a percentage of the assets under management as fees, which can range from 0.5% to 2%. The firm believes in transparency when it comes to fees and discloses all charges to clients upfront. This ensures that clients are fully aware of the cost of services before making any financial decisions.
Background
EVANS CAPITAL PARTNERS LLC was founded by John Evans in 2000 with a mission to provide top-notch financial services to clients. Since then, the firm has grown and established itself as a reliable and trustworthy financial advisor. The firm follows a disciplined investment approach and focuses on building long-term relationships with clients based on trust and integrity.
Financial Advisor Disclosures to Know
EVANS CAPITAL PARTNERS LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of its clients and provide transparent and unbiased advice. The firm also has a clean disciplinary record with no regulatory actions or client disputes.