Locke Bielefeldt is a CFP-designated registered investment advisor at Evergreen Wealth Partners LLC, based in Eugene, OR, with 10 years of industry experience. Locke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 718 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth charges up to 1.50% of your portfolio annually for wealth management services. This fee includes securities transaction costs and custody fees. The fee is calculated based on the market value of your investments at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable.
Location
895 Country Club Rd, Suite A150, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Locke is associated with Bielefeldt Financial Mgmt Corp., doing business as Willamette Wealth Partners, since 2018. This is Locke's LPL business and takes nearly full-time, with 100 hours dedicated to securities trading.
Employment History
Current Registrations
Evergreen Wealth Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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