Evergreen Investing provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Investment advice is limited to mutual funds, stocks, bonds, ETFs, real estate, hedge funds, and other securities. Client restrictions on investments are accommodated when possible.
Assets Under Management$31M
Clients32
Advisors1
Avg. per Client$980K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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