Advisor at Valic Financial Advisors
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Firm
Valic Financial Advisors
Location
Carroll, IA
Credentials
Series 63, Series 66
Industry experience
35 years
Gilbert Evers is a financial advisor with Valic Financial Advisors in Carroll, Iowa, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 1990 and also serves as a notary and volunteers with the Carroll Church of Christ, assisting with financial reporting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs and financial planning services, utilizing Envestnet-developed UMA models for portfolio construction.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Carroll, IA
Arizona · Arkansas · Iowa · Kansas · Minnesota · Missouri · Nebraska · Pennsylvania · South Dakota · Texas · Washington
Agia
2022 - Present (4 years)
Valic Financial Advisors
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Carroll, IA
True Wealth, LLC
Series 63, Series 65
Carroll, IA
True Wealth Nation
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
CFP®, Series 65
Carroll, IA
True Wealth Nation
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
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