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.  

Clients who use our portfolio management services do not pay a separate fee for financial planning. The annual fee for portfolio management services and financial planning will be charged as a percentage of assets under management, according to the following schedule based on household portfolio value:

Up to $1,000,000 1.00%

$1,000,000 to $2,000,000 0.50%

$2,000,000 to $3,000,000 0.40%

$3,000,000 to $4,000,000 0.35%

$4,000,000 to $5,000,000 0.30%

Above $5,000,000 0.25%

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.

Client accounts will be 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.

If you would like to schedule an initial consultation click here or for a member of our staff to contact you for an appointment, please click here.