Everhart Advisors

CRD#107091
Investment Advisor Firm

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Learn more about Everhart Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Everhart Advisors operates as an advisory firm that has its headquarters in Dublin, Ohio. The company handles $1.1 billion in total assets across 4,100 client accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). Everhart Advisors has an average-sized team, including 25 financial advisors. Everhart Advisors does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, equities and options.

    Everhart Advisors administers the majority of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring the customer's authorization. It also oversees 523 non-discretionary accounts with a total of $129.0 million in assets. Everhart Advisors manages an average of $264,572 for every client account. An average advisor at Everhart Advisors oversees around 164 client accounts.

    The firm's central office is located at 535 Metro Place South, Dublin, Ohio 43017. It is legally permitted to serve investors across 25 U.S. states and territories.

    Assets Under Management

    $1.1 billion

    Number of Advisors

    25

    Disclosures

    No

    Office Location

    535 Metro Place South
    Dublin, OH 43017

    Everhart Advisors by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    45

    National Average: 64
    Total Number of Accounts

    4,100

    National Average: 375,227
    Average Account Size

    $264.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    Everhart Advisors provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. In the last financial year, Everhart Advisors provided financial planning services to 2000 of its customers. The company is involved in selling products or offering services apart from investment advisory services to its clients. It is affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors largely vary depending on which services are offered. However, fee types billed by the company most likely consist of any blend of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with retail investors, high net worth investors and pension plans. Out of its 4,100 customers, Everhart Advisors's biggest client group is retail investors, although it also caters to 56 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.

    • High-Net-Worth Individuals* - 1.92%
    • Other Individuals - 80.37%
    • Corporations - 17.71%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Everhart Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Everhart Advisors

    Gregory Roberto
    Miamisburg, OH
    Thomas Carline
    Dublin, OH
    Carson Pearlman
    Dublin, OH
    Philip Parker
    Dublin, OH
    John Mancinotti
    Dublin, OH
    Rainer Schertel
    Dublin, OH
    Andrew Pfeiffer
    Dublin, OH
    Logan Jones
    Dublin, OH
    Steven Murlin
    Dublin, OH

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