Evergreen Financial Group offers personalized investment management, comprehensive financial planning, project-based hourly consulting, and tax coordination services. Using primarily passive investment strategies, Evergreen Financial Group builds tailored portfolios and can incorporate digital assets or third-party managers when appropriate. The firm works with individuals, high-net-worth clients, and non-profit organizations, taking a holistic approach to address retirement, estate planning, cash flow management, business planning, and employee benefits.
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 calculated using a blended method. Combined fee with outside managers will not exceed 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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