Nicholas Stevens is a CFP-designated registered investment advisor at Evergreen Wealth Management, based in Boston, MA, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, High Net Worth, Investment Management, Novice Investors, and 2 more. Their firm serves 32 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth Management charges a flat monthly fee of $725 for portfolio management and ongoing advisory services. Some existing clients may have legacy fee arrangements. EWM generally requires a minimum account size of $500,000, but may waive or reduce this minimum.
Contact
Nicholas Stevens
Location
399 Boylston St, 6th Floor, Boston, MA, 02116
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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.
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Nicholas owns two rental properties in Massachusetts, managing day-to-day activities, tenant relationships, and property maintenance. Each property requires minimal time per month.
Employment History
Current Registrations
Evergreen Wealth Management
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Allen & Company of Florida, INC.
Allen & Company of Florida, 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.