Evergreen Private Wealth provides investment management through a wrap fee program and creates financial plans for clients. Financial plans cover areas like retirement, education, and estate planning. Evergreen designs investment portfolios based on each client's goals and risk tolerance. Evergreen pays money managers to assist with investing client accounts and this is included in the wrap fee paid by clients.
Assets Under Management$260M
Clients170
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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