How We Charge

At Evergreen Advisors, there is never a charge for the initial consultation meeting and our fee structure is completely out in the open. 

The annual fee for planning and portfolio management services will be charged as a percentage of assets under management, according to the following schedule:

Assets Under Management Annual Fee (%)

First $1,000,000 1.00%

Next $500,000    0.90%

Next $500,000    0.80%

Next $1,000,000 0.60%

Over $3,000,000 Negotiable

A minimum annual fee of $2,000 is required for this service. This minimum fee may be negotiable under certain circumstances. Evergreen will group certain related client accounts for the purposes of determining the annualized fee.

Clients will be invoiced or their account directly debited, as authorized, in advance at the beginning of each calendar quarter based upon the value of the client's account at the end of the previous quarter. Evergreen will not directly debit any client account without receiving written authorization from the client.

In addition to the annual advisory fee, there is a $50.00 annual per account charge that covers separate account reporting through a third party data aggregation firm that will include client web portal access.

We constantly look for behind-the-scenes savings that will help us give you more for every dollar.  For example, our investment models contain a 70% to 80% reduction in internal expenses when compared to the typical fund investor.