Everwealth provides ongoing investment advice based on your individual needs. They create and manage a portfolio based on your personal investment policy. Everwealth primarily uses Dimensional Fund Advisors (DFA) mutual funds. They also offer retirement plan services to plan sponsors and individual participants, including investment advice and education.
Assets Under Management$70M
Clients98
Advisors2
Avg. per Client$720K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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