Everman Prosperity offers investment management and financial planning services to individuals, high-net-worth individuals, foundations/charities, and employer retirement plans. As a fee-only firm, Everman Prosperity is only compensated by its clients for its services. For investment management, Everman Prosperity develops a personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Financial planning involves an evaluation of a client's current and future financial state.
Assets Under Management$2M
Clients6
Advisors1
Avg. per Client$340K
Avg. per Advisor$2M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,750
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
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