Michael Wiesmann
Michael Wiesmann is a registered investment advisor at Evergreen Capital Management LLC, based in Bellevue, WA, with 43 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,106 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Capital Management's annual fee for investment management services generally ranges from 0.25% to 1.00% of the value of your portfolio, depending on the market value and investment objectives. Certain clients have negotiated different fees. The fee is generally billed quarterly. Evergreen may use subadvisers for a portion of your account.
Location
500 108th Avenue N.E., Suite 720, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2004Regulatory
September 1992Employment History
Current Registrations
Evergreen Capital Management LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.