Everbridge Advisors offers ongoing portfolio management and institutional consulting services. They create an investment policy statement for each client, outlining their financial situation and risk tolerance, to help select a suitable portfolio. Everbridge Advisors generally limits its money management to mutual funds, individual equities, options, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable (maximum annual fee 1.95%). Account minimum is $80,000 which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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