Evermont Wealth offers investment management services, including selecting investments and managing portfolios based on client goals and risk tolerance. They use the Betterment Institutional platform and may delegate asset management to independent managers. They also provide financial planning services, such as retirement planning, tax planning, and estate planning. Clients can receive a one-time financial plan or ongoing consulting. Evermont Wealth also manages variable annuities and life insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for assets above $5,000,000 are determined by circumstance. When utilizing the Betterment Investment platform, Advisor’s fee will be based on a negotiable 1% annual fee in all accounts, in addition to Betterment’s fee of .25% annually.