The Evergreen Advantage Management, INC.

Fee-Only (% of Portfolio)

The Evergreen Advantage Management (TEAM) manages investments exclusively for The Evergreen Advantage, LLC (TEA), a real estate investment trust. TEA invests in loans secured by real estate. TEAM focuses on loans and trust deeds that meet TEA's investment requirements. TEAM does not offer wrap fee programs.

Assets Under Management$260M
Clients1
Advisors4
Avg. per Client$260M
Avg. per Advisor$64M

Fee Structure

Investment management only (planning not offered)

The Evergreen Advantage Management (TEAM) manages investments exclusively for The Evergreen Advantage, LLC (TEA), a real estate investment trust. TEAM receives an asset management fee of up to 2.0% annually of the fund's assets. TEAM also receives a loan servicing fee of up to 1.5% annually of the principal amount of each loan.

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Location

4 Advisors at this firm

The Evergreen Advantage Management, INC. | TrueAdvisor