Evergreen Wealth Partners provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Evergreen Wealth offers wealth management services, including investment management and financial planning. They may recommend unaffiliated investment managers. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$410M
Clients718
Advisors4
Avg. per Client$560K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Evergreen Wealth charges up to 1.50% of your portfolio annually for wealth management services. This fee includes securities transaction costs and custody fees. The fee is calculated based on the market value of your investments at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable.
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