Evermay Wealth Management, LLC
Assets Under Management
$1.2B
Number of Clients
525
Number of Advisors
18
Average Client AUM
$2.2M
AUM per Advisor
$65.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Evermay Wealth Management offers discretionary and non-discretionary investment management services, financial planning, and retirement plan consulting. They invest in various instruments and third-party managers, tailoring services to client needs and providing ongoing portfolio monitoring. Estate planning services are also available.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable and vary based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
1776 Wilson Boulevard, Suite 520, Arlington, VA, 22209
