Everguide Financial Group offers personalized portfolio management and comprehensive financial planning services for individuals, high-net-worth clients, and business owners. Everguide Financial Group creates customized investment strategies based on each client's specific goals, risk tolerance, and time horizon, utilizing various securities such as mutual funds, exchange-traded funds, equities, fixed income, real estate funds, and options. In addition to managing investments, Everguide Financial Group provides broad financial planning services covering retirement, business consulting, cash flow and debt management, employee benefits, estate planning, insurance analysis, and tax strategy coordination with qualified professionals. Everguide Financial Group operates with discretionary authority to execute trades on behalf of clients and emphasizes transparent management tailored to individual values and restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.70% |
Fees are generally negotiable.