Eric Lybarger is a registered investment advisor at Evergreen Investing, LLC, based in Castle Pines, CO, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Castle Pines, CO
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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
Eric is a pilot with United Airlines.
Employment History
Current Registrations
Evergreen Investing, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
AXA Advisors, LLC
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.