John Robertson is a registered investment advisor at Evergreen Capital Management, INC., based in Sandy, UT, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% annually based on the complexity of the advisor-client relationship.
Fee Estimator
Location
7832 S. Carmel Pointe Ln., Sandy, UT, 84093
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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 →Employment History
Current Registrations
Evergreen Capital Management, INC.
State Registrations1 state
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