Evergreen Capital Management (ECM) provides investment management services to high net worth individuals using a separately managed account structure. ECM manages accounts on a discretionary basis, meaning ECM has the authority to buy and sell securities without the client's consent. ECM's investment strategy is based on fundamental analysis and a three to five year investment horizon. ECM also employs options to increase portfolio returns and reduce volatility.
Assets Under Management$9M
Clients14
Advisors1
Avg. per Client$640K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% annually based on the complexity of the advisor-client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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