Andrew Nutter
Andrew Nutter is a registered investment advisor at Evergreen Wealth Management, LLC, based in Williamston, MI, with 9 years of industry experience. Andrew 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
Andrew is a licensed insurance agent and may offer clients insurance products, which presents a potential conflict of interest. He is also the Managing Member and General Partner of Evergreen Capital Funds, LLC, a private investment partnership, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Evergreen Wealth Management, LLC
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.