Evercove Wealth offers comprehensive financial planning services. This includes analyzing your finances and giving advice on education funding, managing debt, employee benefits, estate planning, setting financial goals, insurance, investments, retirement, taxes, charitable giving, and multi-generational wealth planning. Evercove Wealth provides a written financial plan with recommendations, investment guidance, and advice on account types. Clients are responsible for implementing the recommendations and monitoring their own accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Evercove Wealth charges ongoing fees for financial planning based on your household type:
- Single Individual: $1,428 per year, billed monthly at $119. There is also a one-time initial setup fee of $200 in the first year.
- Married/Joint Clients: $2,148 per year, billed monthly at $179. There is also a one-time initial setup fee of $300 in the first year.
Annual Retainer:$1,428 - $2,148/year
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