Michael O'donnell is a CFP-designated registered investment advisor at Evergreen Advisors, LLC, based in Chattanooga, TN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 494 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
A $50 per account charge covers account reporting. A minimum annual fee of $2,000 is required for this service and is negotiable under certain circumstances.
Fee Estimator
Location
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN, 37421
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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 Advisors, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
State Registrations1 state
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