Evergreen Wealth Advisors provides ongoing investment management services to individuals, high-net-worth individuals, and corporations. Evergreen manages investments on a discretionary basis, meaning they make trades without asking you first. Evergreen also offers access to charitable giving programs. Evergreen's parent company provides technology, marketing, and administrative support.
Assets Under Management$110M
Clients568
Advisors4
Avg. per Client$190K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.84% |
| $1.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Relationship pricing available for assets over $10,000,000. Evergreen, from time to time and in its sole discretion, can reduce or waive the monthly fee for individual Clients or segments of Clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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