Advisor at United Capital Financial Advisors
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Firm
United Capital Financial Advisors
Location
Brentwood, TN 37027
Credentials
Series 63, Series 66
Industry experience
23 years
Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.
Based on United Capital Financial Advisors
Based on United Capital Financial Advisors
Financial Planning fees can be negotiated as flat fees, ranging typically from $2,500 to $55,000 per year.
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.85%
Commissions received on insurance products and variable annuities sold through affiliated broker-dealer and insurance agencies; commissions vary by product and arrangement.
Hourly fees historically ranged from $200 to $500 per hour for Financial Planning services (prior to March 31, 2020).
Account minimum: $500,000 Fee-only: Financial Planning fees typically between $2,500 and $55,000 per year, paid quarterly in advance; fees negotiated and can be higher or lower; prior to March 31, 2020, some clients paid hourly fees between $200 and $500 per hour.
5141 Virgina Way Ste 470
Brentwood, TN 37027
Tennessee
United Capital Financial Advisors, Llc
2024 - Present (2 years)
Southwestern Investment Group
2022 - 2024 (2 years)
SageSpring Wealth Partners
2022 - 2024 (2 years)
Plunkett Wealth Team
2022 - 2024 (2 years)
Raymond James Financial Services, Inc.
2022 - 2024 (2 years)
Eudaimonia Partners, LLC
2021 - 2022 (1 year)
Raymond James Financial Services, inc.
2018 - 2021 (3 years)
Southwestern Investment Group
2018 - 2020 (2 years)
Diversicare
2017 - 2018 (1 year)
Wileybros Aintree Capital
2014 - 2017 (3 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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CFP®, Series 63, Series 65
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CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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