Jesse Brunner
Jesse Brunner is a registered investment advisor at The Evergreen Advantage Management, INC., based in Santa Monica, CA, with 12 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Evergreen Advantage Management (TEAM) manages investments exclusively for The Evergreen Advantage, LLC (TEA), a real estate investment trust. TEAM receives an asset management fee of up to 2.0% annually of the fund's assets. TEAM also receives a loan servicing fee of up to 1.5% annually of the principal amount of each loan.
Location
1424 Fourth St., Suite 777, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Evergreen Advantage Management, INC.
State Registrations1 state
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