Evergreen Wealth Advisors provides investment management services, primarily on a discretionary basis. They develop investment plans based on client circumstances, design asset allocations, select investments, and monitor portfolios. Evergreen also offers consulting and family office services to address various financial issues, including tax compliance and estate planning. They emphasize risk assessment and personalized service.
Assets Under Management$92M
Clients26
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in limited instances, such as for particularly large accounts or limited services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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