Jeffrey Gorsline
Jeffrey Gorsline is a registered investment advisor at Evergreen Wealth Management, LLC, based in Williamston, MI, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 681 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
319 W Grand River Ave, Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent licensed insurance agent and offers insurance products to clients, which presents a conflict of interest. He also spends about a quarter of his time as the Managing Member and General Partner of Evergreen Capital Funds, LLC, and is involved with Evergreen Property Holdings, LLC, Cedar Run Williamston Homeowners Association, and Williamston Tennis Boosters.
Employment History
Current Registrations
Evergreen Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Next Financial Group, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.