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Victoria Fisher

Evergreen Capital Management LLC
27 Years of Experience
Monroe, WA
View SEC Summary
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Victoria Fisher is a CFP-designated registered investment advisor at Evergreen Capital Management LLC, based in Monroe, WA, with 27 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,157 clients with $7.2B in assets under management.

Evergreen Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
1,157 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.25% to 1.00% per year of assets under management. Certain clients have negotiated fees outside this range.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Monroe, WA

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History

Regulatory History
Clean regulatory record

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.

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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
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Morgan Stanley
January 2013 - December 2017 · 4 yrs 11 mos
Morgan StanleyBroker
January 2013 - December 2017 · 4 yrs 11 mos
USAA Financial Advisors, INC.Broker
April 2012 - January 2013 · 9 mos
USAA Financial Planning Services
April 2012 - January 2013 · 9 mos
Morgan Stanley Smith Barney LLC
June 2010 - December 2011 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2010 - December 2011 · 1 yr 6 mos
Citigroup Global Markets INC.
November 2002 - June 2010 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
October 2002 - June 2010 · 7 yrs 8 mos
Salomon Smith Barney INC.Broker
February 1999 - June 1999 · 4 mos
Salomon Smith Barney INC.Broker
August 1998 - February 1999 · 6 mos
Dain Rauscher IncorporatedBroker
March 1998 - July 1998 · 4 mos
Dain Rauscher IncorporatedBroker
February 1997 - March 1998 · 1 yr 1 mo
Smith Barney INC.Broker
August 1993 - August 1996 · 3 yrs
State Registrations2 states
CAWA
Advisor

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.

Exams
No exam information available for this advisor.
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