Evergreen Capital Management LLC
Assets Under Management
$5.2B
Number of Clients
1,106
Number of Advisors
25
Avg. Portfolio per Client
$4.7M
Avg. Managed per Advisor
$208.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Evergreen Capital Management offers investment management services, investment consulting, and financial planning upon request. Evergreen manages assets on a discretionary basis based on individual client needs. The firm considers various securities, including publicly traded securities and private funds. Evergreen has two main offices, located in Bellevue, WA and San Francisco, CA, and each office has its own Investment Committee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees paid by clients to Evergreen generally range from 0.25% to 1.00% per year of assets under management, depending on the market value and investment objectives of your account(s). Certain clients have negotiated with Evergreen to pay fees outside this range.
Fee Estimator
Areas of Practice
Location
1412 112th Ave Ne, Suite 100, Bellevue, WA, 98004