EverGreen Capital Management provides investment advisory services, including continuous management and oversight of client investment assets. This includes deciding which securities or funds to buy or sell and how to allocate assets. EverGreen designs portfolios based on client needs, considering factors like time horizon, investment objectives, and risk tolerance. They primarily use publicly traded securities, including stocks, bonds, mutual funds, and ETFs.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable for accounts over $20,000,001.