Evergreen Wealth Management (EWM) provides ongoing portfolio management based on individual client goals and risk tolerance. EWM creates an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. EWM primarily recommends exchange-traded funds (ETFs), but may also recommend other securities. EWM also offers financial planning services, including retirement and tax-aware investment planning.
Assets Under Management$63M
Clients32
Advisors1
Avg. per Client$2M
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Evergreen Wealth Management charges a flat monthly fee of $725 for portfolio management and ongoing advisory services. Some existing clients may have legacy fee arrangements. EWM generally requires a minimum account size of $500,000, but may waive or reduce this minimum.
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