Everett Wealth Solutions (EWS) offers financial planning in areas like retirement, estate, and college planning. EWS also provides investment advisory services, managing client accounts based on their financial situation and goals. EWS uses a 4-step review process to align income, assets, expenses, and protection components to the client’s stated requirements and goals. EWS is a fee-only firm and does not sell commissioned products.
Assets Under Management$39M
Clients69
Advisors1
Avg. per Client$570K
Avg. per Advisor$39M
www.facebook.com/everettwealthsolutions ·www.linkedin.com/in/chris-everett-a534174 ·www.everettwealthsolutions.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Advisory fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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