Evergreen Wealth Advisors provides investment management services primarily on an authority-to-trade-without-asking basis. The firm creates personalized investment strategies based on each client's goals, risk tolerance, and financial situation. Evergreen Wealth Advisors builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and separate account managers, while factoring in macroeconomic trends and market conditions. In addition to portfolio management, the firm assists clients with cash flow, concentrated stock positions, and coordination with outside professionals such as tax advisors, estate attorneys, and insurance specialists. Evergreen Wealth Advisors also offers standalone consulting and family office services on an hourly basis for individuals and families who do not need full investment management.
Fee Structure
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 for particularly large accounts or limited services. Minimum quarterly fee is $2,500.