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 ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $20.0M0.80%
$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
Areas of Practice
Investment ManagementRetirement Planning
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Location

909 North 96th Street, Suite101, Omaha, NE, 68114-2508

1 Advisors at this firm

Evergreen Capital Management INC | TrueAdvisor