Evergreen Wealth Services offers financial planning and investment management to individuals, families, trusts, estates, and businesses. They focus on clients navigating challenging life transitions. Services include retirement planning, tax strategies, investment management, charitable giving, estate planning, cash flow analysis, education funding, and employer benefits.
Assets Under Management$27M
Clients7
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$27M
www.linkedin.com/company/evergreen-wealth-services ·www.facebook.com/evergreenwealthservices ·evergreenwealthservices.com
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,000
Evergreen Wealth Services charges a fixed quarterly fee for wealth management services, which includes both financial planning and investment management. The fee is based on the complexity of your financial situation, the amount of planning required, and the assets managed. The minimum quarterly fee is $1,750, meaning smaller accounts may pay a higher percentage-based fee.
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