Evergreen Investment Management provides investment management services to clients. They work with clients to understand their investment goals, risk tolerance, and financial objectives to create a suitable portfolio allocation. Portfolios may include individual stocks, bonds, exchange traded funds, and mutual funds. Evergreen Investment Management reviews and rebalances accounts based on client needs and goals.
Assets Under Management$13M
Clients35
Advisors1
Avg. per Client$370K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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