EverPar Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. EverPar creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. Financial planning services cover investment, retirement, personal savings, and education savings. EverPar may recommend independent investment managers.
Fee Structure
EverPar Advisors offers investment management services where fees range up to 1.99% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the average daily balance in the account. Fees may be negotiable.