Evergreen Advisors offers investment advice and financial planning to individuals, families, pension plans, and businesses. They create personalized investment portfolios or assign clients to existing asset allocation models. They also offer pension consulting services and comprehensive financial planning, covering goals, resources, taxes, investments, retirement, insurance, and estate planning. Consulting services are also available on a more focused basis.
Assets Under Management$460M
Clients494
Advisors2
Avg. per Client$940K
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
A $50 per account charge covers account reporting. A minimum annual fee of $2,000 is required for this service and is negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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