Evergreen Wealth Partners offers personalized wealth management services, combining discretionary investment management with comprehensive financial planning. Evergreen Wealth builds customized portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and bonds tailored to each client's specific goals, time horizon, and risk tolerance. In addition to ongoing portfolio supervision, Evergreen Wealth provides financial planning covering retirement, education savings, tax strategies, and estate planning coordination. Evergreen Wealth also offers standalone financial planning and retirement plan advisory services. Evergreen Wealth operates under business names including Harris Financial and Willamette Wealth Partners, serving individuals, high-net-worth families, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually based on scope, complexity, and assets managed. Fees are negotiable at the firm's discretion.