Fees and Services

Comprehensive Financial Planning

The Comprehensive Financial Plan creates a roadmap to reach your financial goals. It truly encompasses all aspects of your financial life:

The process:

Fee Range: $1500 to $5000
Fee depends upon the complexity and scope of your finances.
If you prefer an ongoing relationship after the plan is finalized, a monthly fee may apply.

Investment Management

Investment Management offers full-service, professional portfolio management for your investment and retirement accounts. Annual fees for Investment Management are based upon the assets under management as you can see below. These fees are generally negotiable.

The portion up to $250,000      1.75%
The portion from $250,001 to $500,000   1.50%
The portion from $500,001 to $1,000,000 1.25%
The portion $1,000,000 and over 1.00%

Fees are deducted directly from your investment account and will be clearly detailed on your statements.

For clients with $500,000 or over in assets under management, after the initial financial plan is created, ongoing financial planning will be included in the investment management fee. EverGreen Financial Service’s goal is to develop a long-term relationship with you that will help you through each of the stages in your life.

The process of investment management will begin with the creation of a customized investment policy statement tailored to your unique circumstances followed by:

For information about Fee Based vs. Commission read here.