Kaitlenn Vercio is a CFP-designated registered investment advisor at Evergreen Capital Management LLC, based in Bellevue, WA, with 13 years of industry experience. Kaitlenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,106 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Capital Management's annual fee for investment management services generally ranges from 0.25% to 1.00% of the value of your portfolio, depending on the market value and investment objectives. Certain clients have negotiated different fees. The fee is generally billed quarterly. Evergreen may use subadvisers for a portion of your account.
Location
1412 112th Ave Ne, Suite 100, Bellevue, WA, 98004
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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
Kaitlenn is a board member of the Financial Planning Association of Puget Sound, helping organize networking and informational events since 2019. This investment-related activity requires minimal time.
Employment History
Current Registrations
Evergreen Capital Management LLC
Previous Registrations
Trutina Financial
Synergy Financial Management, LLC
State Registrations1 state
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.