Evertern Wealth, LLC is an independent registered investment advisor founded to provide personalized advice, long-term investment management, and coordinated financial planning for individuals and families with complex financial needs. The firm typically serves high-net-worth individuals, business owners, senior executives, entrepreneurs, and multi-generational families. Evertern Wealth's services include ongoing portfolio management on a discretionary or non-discretionary basis, financial planning, strategic lending and liquidity planning, and coordination with other professional advisors such as attorneys and accountants. The firm utilizes a combination of direct investments, exchange-traded funds, mutual funds, third-party institutional managers, model portfolios, and alternative investments. Client assets are maintained by independent qualified custodians including Goldman Sachs Custody Solutions and Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annual fee is 1.95%. Fees are negotiable depending on client circumstances and account type. Additional platform and third-party manager fees may apply.