Everest Wealth Management is a registered investment advisor founded in 2004 and owned by John D. Seitzer. The firm provides integrated wealth management services that combine personalized financial planning and investment management. Everest Wealth Management takes a contrarian, long-term approach to investing, utilizing a mix of exchange-traded funds, index funds, actively managed funds, and private investments. The firm operates on a fee-only basis and manages portfolios on a discretionary basis, meaning they make trades on your behalf based on a mutually agreed-upon investment strategy. In addition to investment oversight, Everest Wealth Management provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, and business succession strategies. Every sixth year of service is provided free of charge as a loyalty reward.
Fee Structure
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 receive every 6th year of service for free as a loyalty reward. Minimum quarterly fee of $2,500 applies. Fees and minimums may be negotiable for special circumstances.
