Evermay Wealth Management provides customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates on a team-centric approach and offers three main service levels: Family Office, Integrated, and Guided, catering to varying levels of financial complexity. Services cover retirement planning, tax strategies, estate planning, education funding, charitable giving, and multi-generational wealth transfer. Evermay Wealth Management invests client assets in equities, mutual funds, bonds, cash equivalents, private equity, and third-party investment managers. While the firm acts as a fiduciary legally required to act in your best interest, it is affiliated with a separate tax preparation firm, Evermay Tax, which offers additional tax services for separate fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.15% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.45% |
Rates shown are for the Family Office service level. Integrated service level ranges from 1.00% down to 0.30%. Guided service level charges 1.30% up to $1M and 1.00% from $1M to $2M with a $4,000 minimum annual fee. Fees are generally negotiable.
