EverCurrent Wealth Management is a registered investment advisor based in Colorado that offers discretionary and non-discretionary investment management, financial planning, and consulting services. EverCurrent Wealth Management builds customized portfolios using model portfolios, mutual funds, exchange-traded funds, and third-party managers through a turnkey asset management program. EverCurrent Wealth Management tailors its services to individual client goals, risk tolerances, and time horizons. In addition to investment management, EverCurrent Wealth Management prepares written financial plans covering retirement, insurance, taxes, and education planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee will not exceed 1.50%. Fees are negotiable at the firm's discretion.