Michelle Watson
Michelle Watson is a CFA-designated registered investment advisor at Evergreen Capital Management LLC, based in San Francisco, CA, with 34 years of industry experience. Michelle 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
50 California Street, Suite 1790, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michelle is an informal board member for SHE-CAN, a non-profit, dedicating minimal time. She is also a board member for Mesa de Vida, a food company, dedicating minimal time.
Employment History
Current Registrations
Evergreen Capital Management LLC
Previous Registrations
Arcturus Financial, LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
First Republic Wealth Advisors, LLC
Ctc Consulting, INC.
Salomon Smith Barney INC.Broker
Oppenheimer & CO., INC.Broker
Painewebber IncorporatedBroker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
State Registrations3 states
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.