Everest Financial Group (EFG) provides investment advisory services and financial planning to individuals, pension plans, charities, and businesses. EFG offers written financial plans, reviews, and consultations covering areas like retirement, education, estate, and business planning. Investment management services are offered through Charles Schwab, either on a discretionary or non-discretionary basis. EFG's representatives are also registered representatives of Osaic Wealth, Inc., and may earn commissions from selling securities and insurance products.
Fee Structure
Everest Financial Group manages investments through Charles Schwab, charging a percentage of the assets they manage. The exact fee is negotiable, but will not exceed 2.5% annually. The fee depends on your financial situation, the amount you invest, and the time required to manage your account. Some investments held for your convenience (like REITs or UITs) and cash positions may be excluded from the fee calculation. Fees are billed quarterly, in advance.