Debora Majher is a registered investment advisor at Evergreen Wealth LLC, based in Mentor, OH, with 16 years of industry experience. Debora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 17 clients with $760K 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 | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using Sub-Advisors, the Client will pay additional fees that range between .50% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Location
7537 Mentor Ave, Ste 208, Mentor, OH, 44060
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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
Debora is a sole proprietor and insurance agent selling fixed insurance products since 2010. This activity takes about half of her time.
Employment History
Current Registrations
Evergreen Wealth LLC
Previous Registrations
Gradient Advisors, LLC
Legend Advisory Corporation
Legend Equities CorporationBroker
AXA Advisors, LLCBroker
American Family Securities, LLCBroker
State Registrations1 state
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.