Evergreenbay Group (EGBG) provides investment banking services to companies and private firms, including fundraising and valuation. EGBG also offers investment management services, creating customized portfolios based on client goals and risk tolerance. EGBG provides access to global assets through the Interactive Brokers platform, focusing on the Chinese market. EGBG may also offer financial planning services on a contingency rate, including goal-based planning and cash-flow management.
Fee Structure
EGBG charges advisory fees quarterly based on the portfolio value at the end of each quarter, assessed at a rate of 0.5%. There is a minimum annual fee of $5,000, which may be negotiable for clients with less than $100,000 under management. In addition to the advisory fee, a fee per trade is charged, calculated as a percentage of the total trading value, with a minimum of $65.00. The percentage varies based on the trading value.