Michael Fuhr is a CFP-designated registered investment advisor at Evergreen Wealth Services, based in Mooresville, NC, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 7 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth Services charges a fixed quarterly fee for wealth management services, which includes both financial planning and investment management. The fee is based on the complexity of your financial situation, the amount of planning required, and the assets managed. The minimum quarterly fee is $1,750, meaning smaller accounts may pay a higher percentage-based fee.
Contact
Michael Fuhr
Location
Mooresville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Evergreen Wealth Services
Previous Registrations
Sagevest Wealth Management
Afa Advisor Services LLC
State Registrations2 states
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