Everspire manages investment portfolios and provides wealth management services to individuals, families, trusts, estates, and retirement plans. Operating through a team-based model, Everspire works with clients to understand their financial objectives, risk tolerance, and time horizon to implement personalized investment strategies, which may include allocations to third-party managers and alternative investments. Everspire helps clients coordinate various aspects of their financial lives, though specialized services like tax preparation, legal advice, and insurance consulting are handled by outside professionals. Everspire also provides retirement plan consulting and works with affiliated entities to offer specialized administrative and platform support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $250.0M | 0.20% |
| $250.0M - $1000.0M | 0.10% |
| $1000M+ | 0.02% |
Fees are calculated based on the average daily balance and deducted monthly in arrears. Household assets are aggregated to determine the fee tier.