Evergreen Wealth, formerly known as Crumly and Associates, provides investment advice and portfolio management based on clients' individual needs. They manage investments in mutual funds, exchange traded funds, individual stocks and bonds, and real estate investment trusts. Evergreen Wealth also offers financial planning services covering retirement, education, insurance, and estate planning. They may recommend independent investment managers for clients.
Assets Under Management$1.2B
Clients679
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. For any household below our minimum of $100,000 each account will be assessed a $55 annual maintenance fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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