Everest Wealth Management provides financial planning and investment management as part of its wealth management service. Financial planning includes comprehensive and ongoing planning. Investment management uses a seven-step process, including assessing goals, developing an investment policy statement, and adjusting portfolios to respond to changing market environments. Everest Wealth Management manages client portfolios on a discretionary basis.
Assets Under Management$240M
Clients91
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.20% |
Clients are awarded every 6th year of services for free. Fees and minimums may be negotiable where special circumstances exist.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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