Everhart Advisors offers wealth management services to individuals and entities, tailoring advice to their specific circumstances. They also provide advisory and consulting services to employers for retirement benefit plans, including investment advice, employee education, and plan design guidance. Everhart Advisors generally adheres to a buy and hold investment strategy, preferring low expenses and appropriate diversification.
Assets Under Management$1.9B
Clients3,534
Advisors32
Avg. per Client$530K
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
32 Advisors at this firm
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