EverSource Wealth Advisors provides investment advice, financial planning, and consulting. They work with individuals, families, trusts, charities, and institutions. EverSource's advisors aim to understand clients' goals and provide tailored solutions. They offer various investment programs, including managing portfolios directly or using third-party managers. They also provide back-office support to other registered investment advisor firms.
Assets Under Management$4B
Clients4,050
Advisors71
Avg. per Client$980K
Avg. per Advisor$56M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
71 Advisors at this firm
Page 1 of 4