Eliot Simon is a CFP-designated registered investment advisor at Evermay Wealth Management, LLC, based in Arlington, VA, with 10 years of industry experience. Eliot 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, High Net Worth, and 4 more. Their firm serves 567 clients with $1.3B 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 $5.0M | 1.15% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.45% |
Rates shown are for the Family Office service level. Integrated service level ranges from 1.00% down to 0.30%. Guided service level charges 1.30% up to $1M and 1.00% from $1M to $2M with a $4,000 minimum annual fee. Fees are generally negotiable.
Fee Estimator
Contact
Eliot Simon
Location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
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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
Evermay Wealth Management, LLC
Previous Registrations
Garnet Group LLC
Garnet Group LLC
State Registrations1 state
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Exams
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