Everest Private Wealth offers personalized financial planning and investment management services. Everest helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Everest is a fee-only firm, meaning it doesn't receive commissions for buying or selling investments.
Fee Structure
Everest Private Wealth offers investment management services for a fee based on the value of your portfolio. The annual fee can be up to 0.85% for the Basic Package, with a minimum quarterly fee of $4,250. For high-net-worth clients in the Concierge Package, a minimum quarterly fee ranging from $10,625 to $50,000 may apply. A one-time financial planning and transition fee of $3,000 is also charged.