Evergreen Summit Advisors is a registered investment advisor located in Missoula, Montana, founded in 2025. The firm provides comprehensive wealth management services, which include continuous investment management and personalized financial planning. Evergreen Summit Advisors builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and third-party investment models. The firm is legally required to act in your best interest and operates on a fee-only basis, meaning they are compensated solely by client fees and do not accept commissions or referral fees. Financial planning covers a broad range of topics including retirement planning, tax strategies, cash flow and debt management, estate planning, insurance analysis, and education funding. Evergreen Summit Advisors does not have a minimum account size requirement to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $8.0M | 0.60% |
| $8.0M - $18.0M | 0.40% |
| $18M+ | 0.40% |
Fees are negotiable and accounts over $10,000,001 are negotiable not to exceed 2.00%.