Sage
Swanson
Evergreen Capital Management LLC
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About this Advisor
Sage Swanson is a financial advisor based in Bellevue, Washington with 1 year of relevant experience. Swanson is an advisor for Evergreen Capital Management LLC. During their career, Swanson has held roles at Ten Capital Wealth Advisors, LLC, Whitworth University, Idaho Self Direct, Powelles Sweet Shoppe and Student. Swanson holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California, Idaho, Oregon and Washington. Evergreen Capital Management LLC is an advisory company based out of Bellevue, WA. It has offices in four locations and a total of 35 financial advisors. It administers $4 billion in assets under management among its 2,659 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 2,659 accounts, 58% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Evergreen Capital Management LLC may include any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evergreen Capital Management LLC Brokerage Details
$3,862,918,534
35
2,659
$1,452,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Sage Swanson Work History
Sage has been registered as a financial advisor for 1 years.*
Ten Capital Wealth Advisors, LLC
Whitworth University
Whitworth University
Student
Idaho Self Direct
Powelles Sweet Shoppe
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sage Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evergreen Capital Management LLC
San Francisco, CA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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.
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