Evergreen Financial Group manages investment portfolios and creates financial plans for individuals, high net-worth individuals, and non-profit organizations. They offer investment management, financial plan creation, and ongoing financial planning services. They also offer combined investment management and financial planning for organizations wishing to support staff members’ financial goals. Evergreen Financial Group LLC also offers tax preparation services.
Assets Under Management$30M
Clients41
Advisors3
Avg. per Client$720K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.45% |
Fees are negotiable. Additional fees may be imposed if an Outside Manager is used. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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