Victoria Fisher is a CFP-designated registered investment advisor at Evergreen Capital Management LLC, based in Bellevue, WA, with 26 years of industry experience. Victoria 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
1412 112th Ave Ne, Suite 100, Bellevue, WA, 98004
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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
Victoria owns rental property in Munroe, WA since 2006. This activity is investment-related and takes minimal time.
Employment History
Current Registrations
Evergreen Capital Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
Salomon Smith Barney INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Smith Barney INC.Broker
State Registrations2 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.