Evergreen Wealth Advisors (EWA) helps clients build, manage, and protect their wealth. EWA offers investment management services, managing accounts with the goal of achieving clients' financial objectives. EWA also provides financial planning services, addressing clients' goals, priorities, and legacy, including estate, tax, charitable, cash flow, and wealth transfer objectives. EWA partners with other advisors to ensure a coordinated approach.
Assets Under Management$46M
Clients140
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may vary based on account size, portfolio complexity, or other agreed-upon reasons. Legacy positions may be excluded from fee calculation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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