Andrew Defilippis is a registered investment advisor at Evergreen Wealth Advisors, based in Wayne, NJ, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Tax Planning. Their firm serves 568 clients with $110M 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 | 0.84% |
| $1.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Relationship pricing available for assets over $10,000,000. Evergreen, from time to time and in its sole discretion, can reduce or waive the monthly fee for individual Clients or segments of Clients.
Fee Estimator
Location
Wayne, NJ
Get directionsHistory
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 Wealth Advisors
Previous Registrations
Fisher Investments
Edward Jones
Edward JonesBroker
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.