Everhart Advisors offers wealth management and financial planning services to individuals, families, and businesses, alongside retirement plan consulting for plan sponsors. Founded in 1995, the firm provides both discretionary and non-discretionary investment management, building long-term portfolios using mutual funds, exchange-traded funds, individual securities, fixed income, annuities, and alternative investments. In addition to investment management, Everhart Advisors offers comprehensive financial planning, legacy planning, tax planning and preparation, bookkeeping, cash balance plan consulting, business succession consulting, and family office services. The firm uses a disciplined, buy-and-hold approach to investing, emphasizing broad market participation and diversification. Everhart Advisors works with individuals, high-net-worth clients, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.