Evexia Wealth LLC- Financial Advisor Stevens Point, WI

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About Evexia Wealth, LLC

The Evexia Right Fit Client is someone who values partnership. They realize that even the most financially savvy people need wealth coaching to help them get past fears and limiting beliefs, and they are prepared to invest in the right team. The clients that join us are looking to clarify, simplify, and transform how they think and feel about money. If this sounds like the right opportunity for you, our team would love to connect.

We partner with clients nationwide, leveraging the latest and greatest technology to provide an exceptional virtual experience. This format allows our clients to maximize their time offering the flexibility to meet at home, at work, or on the go. Our Team will assist you if you are new to our virtual platform to ensure a productive and meaningful meeting.

See Disclosures

General Information

Firm Start Year

2018

No. of Employees

10-19

Firm CRD#

323788

Name of Custodial Firm

Charles Schwab

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, RICP^®, CAIA^®, FIC

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$317M

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500K

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

0.25-2.00%

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892822/paladinregistry-Evexia-Wealth,-LLC-detailed-disclosure.html

Disclaimer

Evexia Wealth, LLC ("Evexia Wealth") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission ("SEC"). Evexia Wealth provides investment advisory and related services for clients nationally. Evexia Wealth will maintain all applicable registrations, notice filings, and licenses as required by the various states in which Evexia Wealth conducts business, as applicable. Evexia Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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Evexia Wealth, LLC