Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
Beacon Hill Wealth Management LTD
Team
Total advisors
5Clients per advisor
36 LowAvg AUM per client
$825,305 TypicalHNW client ratio
24% LowEvan Carey is an advisor with Beacon Hill Wealth Management Ltd. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Beacon Hill Wealth Management, he worked at BMO Nesbitt Burns and has a background that includes roles in integrated health and academia. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, with a focus on model portfolios using ETFs, mutual funds, and fixed-income securities. The firm manages approximately $148.6 million in assets and offers portfolio management through wrap-fee programs tailored to discretionary or non-discretionary client preferences.
$1 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Account minimum: $2,000,000
Texas
< 1 year of industry experience
Beacon Hill Wealth Management LTD
2025 - Present • 1 year
Victoria
BMO Nesbitt Burns
2024 - 2025 • 1 year
Vancouver
Tall Tree Integrated Health
2021 - 2024 • 3 years
Victoria
GAVF Advisory Inc.
2020 - 2021 • 1 year
Victoria
University of Victoria
2016 - 2020 • 4 years
Victoria
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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