Evergreen Wealth Management, LLC
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Overview
Evergreen Wealth Management, LLC operates as an advisory company located in Williamston, Michigan. The company oversees $142.9 million in total assets across 1,243 client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 4 financial advisors. Evergreen Wealth Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, stocks and bonds.
Evergreen Wealth Management, LLC oversees all of its client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's consent. Evergreen Wealth Management, LLC administers an average of $114,979 in assets for every account. An average financial advisor at Evergreen Wealth Management, LLC administers around 311 client accounts.
The company's central office is at 319 W Grand River Ave, Williamston, Michigan 48895. It is legally permitted to provide services to customers across a number of states, including Florida, Michigan, Ohio and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Evergreen Wealth Management, LLC by the Numbers
$142.9 million
7
1,243
$115.0 thousand
Fee Structure
Financial management fees largely vary depending on the services provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Evergreen Wealth Management, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
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 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 1,243 clients, Evergreen Wealth Management, LLC's biggest client group is retail investors, but it also serves 21 high-net-worth individuals. The SEC defines a high-net-worth individual as someone 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). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 3.61%
- Other Individuals - 96.39%
- Corporations - 0%
- 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
Evergreen Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Evergreen Wealth Management, LLC
Williamston, MI
Williamston, MI
Williamston, MI
Perrysburg, OH
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