We charge an advised relationship fee for all the banking and investment accounts at Evergreen Wealth.
Evergreen Wealth Advisors provides investment management and advice through a single management fee. If a Personal Portfolio account is opened, this will be included in the consolidated monthly AUM fee, please see below for a list of fees. We do not charge commission or transaction fees.
| Account Type | Value of Assets | Monthly Fee | Annualized Fee |
| Investment Accounts* | First $500,000 | .08% | .96% |
|
Next $500,000 (over $500k up to $1m) |
.07% | .84 | |
| Next $4,000,000 (over $1m up to $5m) | .06% | .72% | |
| Next $5,000,000 (over $5m up to $10m) | .05% | .60% | |
| Assets over $10,000,000 | Pricing upon request | Pricing upon request |
*Excludes balances from High Yield Checking and High Yield Savings Accounts