Evergreen Capital Holdings provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and may use discretionary authority to manage investments. Evergreen primarily invests in equities and real estate investment trusts (REITs), and may recommend private investments to qualified clients. Evergreen also offers sub-advisor services to other advisory firms.
Assets Under Management$14M
Clients4
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fee schedule is a blended tier schedule. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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