EverSource Wealth Advisors is a registered investment advisor based in Birmingham, Alabama, offering a broad range of investment advisory, wealth management, financial planning, and consulting services. The firm operates through a nationwide network of investment advisor representatives and partner firms. EverSource provides customized portfolio management using various investment programs, including firm-managed models, advisor-managed portfolios, separately managed accounts, unified managed accounts, private markets, and held-away assets. The firm also offers values-based and faith-integrated investing strategies, alongside specialized services such as life impact stewardship planning, family dynamics consulting, and retirement plan support. EverSource acts as a fiduciary, tailoring strategies to meet each client's specific goals, risk tolerance, and personal values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.