Lenora Brekke is a registered investment advisor at Evergreen Capital Management LLC, based in Bellevue, WA, with 1 years of industry experience. Lenora 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.
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Lenora provides administrative support as an independent contractor for several family-owned businesses, including real estate companies and an interior design firm. These activities require minimal time commitment.
Employment History
Current Registrations
Evergreen Capital Management LLC
Previous Registrations
MML Investors Services, LLCBroker
State Registrations1 state
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