Damon White

Evermay Wealth charges an annual advisory fee based on the market value of your investments. The fee is prorated and paid quarterly in advance. There are three standard fee schedules based on the advisory service level selected: Family Office, Integrated, and Guided.

Family Office:

• First $5M: 1.15%
• $5,000,001 - $10,000,000: 0.75%
• $10,000,001 - $25,000,000: 0.65%
• $25,000,001 - $50,000,000: 0.55%
• $50,000,001+: 0.45%

Integrated:

• First $5M: 1.00%
• $5,000,001 - $10,000,000: 0.60%
• $10,000,001 - $25,000,000: 0.50%
• $25,000,001 - $50,000,000: 0.40%
• $50,000,001+: 0.30%

Guided:

• First $1,000,000: 1.30%
• $1,000,001 - $1,999,999: 1.00%
• Minimum Fee: $4,000

Evermay Wealth generally requires a $2,000,000 minimum billable asset level for Family Office and Integrated advisory service offerings. However, depending on certain circumstances, Evermay Wealth, in its sole discretion, accepts clients with a lower billable asset level in its Guided service offering.