EverNest Financial Advisors offers financial advisory and investment management services to individuals and non-profit institutions. They work with clients to understand their financial situation and goals, then develop a suitable investment allocation. Services include investment planning, insurance review, tax concerns, retirement planning, college planning, and budgeting. Financial planning is typically bundled with investment management but can be offered independently.
Fee Structure
EverNest's annual advisory fee is based on the amount of assets they manage for you. The fee is calculated quarterly, based on the value of your account at the end of each quarter. The specific fee rate is negotiated with each client and can be a flat or tiered schedule, but will not exceed 1% of the market value of your account. The fee schedule may be based on cumulative household assets.