Everglade Capital provides personalized investment management, financial planning, and consulting services tailored to individuals, families, businesses, and trusts. The firm builds customized investment portfolios using a mix of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, managing accounts on either a discretionary or non-discretionary basis. In addition to portfolio management, Everglade Capital assists clients with retirement planning, estate planning, succession planning, charitable giving, and tax coordination. The firm operates on a fee-only basis, charging either an annual percentage of assets managed or a flat fee for comprehensive services, alongside hourly fees for standalone consulting projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based advisory fees generally range from 0.20% to 1.00% per annum. Fixed fees ranging from $5,000 to $25,000 per annum are also available. Fees are negotiable.