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.
Assets Under Management$30M
Clients79
Advisors1
Avg. per Client$380K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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