Evercore Wealth Management offers customized wealth planning and investment management services to high-net-worth families, executives, business owners, foundations, and endowments. Services include retirement planning, tax and cash flow planning, estate planning, and insurance planning. Investment advice is tailored to each client's objectives and restrictions. Evercore Wealth also provides a model equity portfolio to another financial institution.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
For relationships over $10,000,000, or for those relationships with at least $5 million of fixed income assets, a split fee schedule applies: 0.35% on the first $10 million of fixed income assets, 0.25% on the balance of fixed income assets, 1.00% on the first $10 million of growth assets, 0.75% on the next $10 million of growth assets, and 0.60% on the balance of growth assets. Fees may be negotiated.