Evergreen Capital Management offers investment management services on a discretionary basis, tailoring advice to individual client needs. They consider various securities, including publicly traded options and private funds. Evergreen also provides investment consulting services and financial planning upon request. Services are available from both the Bellevue, WA and San Francisco, CA offices.
Assets Under Management$5.2B
Clients1,106
Advisors25
Avg. per Client$4.7M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Evergreen Capital Management's annual fee for investment management services generally ranges from 0.25% to 1.00% of the value of your portfolio, depending on the market value and investment objectives. Certain clients have negotiated different fees. The fee is generally billed quarterly. Evergreen may use subadvisers for a portion of your account.
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Location
25 Advisors at this firm
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