Evermay Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. Evermay Wealth offers three advisory service levels: Family Office, Integrated, and Guided, designed to align with clients’ complexity and desired level of service. Financial planning services cover tax, estate, retirement, and education planning. Evermay Wealth does not offer legal advice.
Fee Structure
Evermay Wealth charges an annual advisory fee based on the market value of your investments. The fee is prorated and paid quarterly in advance. There are three standard fee schedules based on the advisory service level selected: Family Office, Integrated, and Guided.
Family Office:
- First $5M: 1.15%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 - $25,000,000: 0.65%
- $25,000,001 - $50,000,000: 0.55%
- $50,000,001+: 0.45%
Integrated:
- First $5M: 1.00%
- $5,000,001 - $10,000,000: 0.60%
- $10,000,001 - $25,000,000: 0.50%
- $25,000,001 - $50,000,000: 0.40%
- $50,000,001+: 0.30%
Guided:
- First $1,000,000: 1.30%
- $1,000,001 - $1,999,999: 1.00%
- Minimum Fee: $4,000
Evermay Wealth generally requires a $2,000,000 minimum billable asset level for Family Office and Integrated advisory service offerings. However, depending on certain circumstances, Evermay Wealth, in its sole discretion, accepts clients with a lower billable asset level in its Guided service offering.
