Glasco Whittaker is a registered investment advisor at Evercove Wealth LLC, based in Homestead, FL. Glasco 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, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Evercove Wealth charges ongoing fees for financial planning based on your household type:
- Single Individual: $1,428 per year, billed monthly at $119. There is also a one-time initial setup fee of $200 in the first year.
- Married/Joint Clients: $2,148 per year, billed monthly at $179. There is also a one-time initial setup fee of $300 in the first year.
Location
Homestead, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Evercove Wealth LLC
State Registrations1 state
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