Advisor at Evestia Financial
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Bradley Wilson is a financial advisor at Evestia Financial with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Certainteed Corporation and Simtek Fence. He has been self-employed since 2018. Evestia Financial is an SEC-registered, software-based investment adviser providing automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a long-term, buy-and-hold approach combined with a rules-based, factor-focused methodology, delivering services exclusively through online platforms.
Based on Evestia Financial
$1 - $10,000,000: 1.00% Above $10 million+: Negotiable
Fee-only: Annual advisory fee of 1.00% for assets up to $10 million, negotiable above $10 million; fees charged monthly in arrears.
Saint George, UT
Utah
Self Employed
2018 - Present (8 years)
Certainteed Corporation
2017 - 2018 (1 year)
Simtek Fence
2007 - 2017 (10 years)
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Evestia Financial
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