Ever Green Wealth Management offers wealth management services to individuals, high net worth individuals, trusts, and estates. These services include investment management, where they create customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, education savings, and charitable giving. Clients are not obligated to implement any recommendations.
Assets Under Management$80M
Clients363
Advisors1
Avg. per Client$220K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable and may be waived or discounted for smaller accounts or long-standing clients experiencing financial difficulty.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...