Evergreen Capital Management INC
Assets Under Management
$28.8M
Number of Clients
140
Number of Advisors
1
Avg. Portfolio per Client
$206K
Avg. Managed per Advisor
$28.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
EverGreen Capital Management offers investment management services to individuals, foundations, retirement plans, and other institutional clients. EverGreen manages client investments with the authority to buy and sell securities and determine asset allocation. Portfolios can be constructed with individual stocks and bonds or mutual funds. EverGreen uses Trade PMR as custodian for client assets.
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 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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Areas of Practice
Investment ManagementRetirement Planning
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Location
909 North 96th Street, Suite101, Omaha, NE, 68114-2508