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

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
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Estimated Annual Fee
Areas of Practice
Investment Management
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Location

1412 112th Ave Ne, Suite 100, Bellevue, WA, 98004

25 Advisors at this firm

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