Evergreen RIA provides ongoing portfolio management based on your individual financial situation and goals. They create an investment policy statement outlining your income, tax levels, and risk tolerance. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Evergreen RIA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$3.5M
Clients19
Advisors1
Avg. per Client$180K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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