Evergreen Wealth, operating as Evergreen Retirement Services, provides investment advice and financial planning to individuals and retirement plans. Evergreen offers asset management services, potentially using sub-advisors, and provides financial planning services covering various aspects like retirement, risk management, and tax reduction. Evergreen also recommends third-party money managers and receives referral fees from them.
Assets Under Management$760K
Clients17
Advisors1
Avg. per Client$45K
Avg. per Advisor$760K
www.linkedin.com/in/deboramajher ·www.facebook.com/evergreen-retirement-services-... ·www.evergreenrs.net
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using Sub-Advisors, the Client will pay additional fees that range between .50% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...