Michael Fuhr is a CFP-designated registered investment advisor at Evergreen Wealth Services, based in Mooresville, NC, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 7 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth Services charges a quarterly fixed fee for its combined wealth management service, which includes both financial planning and investment management. While there is no minimum account size required to work with the firm, there is a minimum quarterly fee of $1,750 (totaling $7,000 per year) regardless of your account balance. Quarterly fees are billed in advance, and the exact amount is determined based on the complexity of your financial situation.
Contact
Michael Fuhr
Location
Mooresville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Evergreen Wealth Services
Previous Registrations
Sagevest Wealth Management
Afa Advisor Services 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.
Exams
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