Eversight Wealth is an independent registered investment advisor based in Ridgeland, Mississippi, serving primarily remote clients across the United States. Founded in 2015 and formerly known as Movement Capital, the firm is 100% owned and operated by Roger Adam Collins. Eversight Wealth offers both investment management and financial planning services. For investment management, the firm develops customized portfolio strategies, selects low-cost funds, manages portfolio risk, rebalances holdings, and engages in tax-loss harvesting. For financial planning, the firm helps clients determine how much to save or withdraw, prioritize contributions or distributions across different account types, plan charitable giving, evaluate financial plan viability under various scenarios, navigate Social Security and Roth IRA conversion strategies, review personal insurance policies, and plan for college savings. Eversight Wealth emphasizes a philosophy of minimizing fees, reducing risk through global diversification, and maintaining simplicity in all investment and planning recommendations.
Fee Structure
Eversight Wealth charges an annual flat fee of $8,000 that covers both investment management and financial planning. This fee is billed quarterly in arrears. Fees are negotiable in limited circumstances based on the scope of advice and other factors.