Evermay Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Evermay Wealth Management, LLC
Overview
Evermay Wealth Management, LLC is an advisory company located in Arlington, Virginia. The firm has $799.5 million in total assets across 1,095 client accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 11 financial advisors. Evermay Wealth Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like bonds, options and stocks.
Evermay Wealth Management, LLC manages 1,085 of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without needing client consent. The firm also manages 10 non-discretionary accounts with a total of $8.4 million in assets under management. The firm oversees about $730,155 in assets for each customer account. The typical advisor at Evermay Wealth Management, LLC manages around 100 client accounts.
The company's main office is located at 1776 Wilson Boulevard, Arlington, Virginia 22209. The firm is legally permitted to provide services to customers throughout 22 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Evermay Wealth Management, LLC by the Numbers
$799.5 million
16
1,095
$730.2 thousand
Products and Services
Evermay Wealth Management, LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the last fiscal year, Evermay Wealth Management, LLC provided 26-50 of its clients with financial planning services. Evermay Wealth Management, LLC is not engaged in selling products or offering services other than investment advice to its investment advisory clients.
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
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on the type of financial services offered. Fee types charged by the firm most likely consist of some combination of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Evermay Wealth Management, LLC provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 1,095 clients, Evermay Wealth Management, LLC's biggest client group is high net worth investors, but it also manages money for 199 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 51.69%
- Other Individuals - 44.94%
- Corporations - 2.6%
- Charitable Organizations - 0.78%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Evermay Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Evermay Wealth Management, LLC
Arlington, VA
Virginia Beach, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Chicago, IL
Arlington, VA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.