Ward Cantrall is a CFP-designated registered investment advisor at Evergreen Wealth, based in Springfield, IL, with 7 years of industry experience. Ward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 679 clients with $1.2B 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 $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. For any household below our minimum of $100,000 each account will be assessed a $55 annual maintenance fee.
Fee Estimator
Location
1200 Centre West Drive, Springfield, IL, 62704
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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 ActivitiesSells Insurance
Ward is a committee member for the American Lung Association, overseeing fundraising and events, dedicating minimal time. Ward is also an independent insurance agent selling fixed insurance products, dedicating minimal time.
Employment History
Current Registrations
Evergreen Wealth
State Registrations3 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.