Evergreen Wealth Management (EWM) provides ongoing portfolio management based on individual client goals, objectives, and risk tolerance. EWM creates an Investment Policy Statement for each client to guide portfolio selection. EWM may also act as a third-party advisor for other advisors and offers consulting services to pension and employee benefit plans. EWM tailors programs for each client and may use model portfolios.
Assets Under Management$210M
Clients681
Advisors6
Avg. per Client$310K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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