Evergreen Investment Management manages investment portfolios for high-net-worth individuals and families. The firm has the authority to make trades without asking first, focusing primarily on publicly traded stocks and options, such as covered calls and cash-secured puts. Evergreen Investment Management specializes in concentrated investments in technology companies, including artificial intelligence and semiconductor businesses, alongside risk management strategies. Clients can set reasonable restrictions on what securities the firm can buy for them. The firm requires a minimum account size of $1,000,000, though this minimum can be waived at their discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm charges a 1.00% annual management fee plus a performance-based fee of 20% on net profits exceeding a 10% annual return threshold.