Advisor at Evergreen Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Evergreen Wealth LLC
Location
Mentor, OH 44060
Credentials
Series 63, Series 65
Industry experience
16 years
Debora Majher is a financial advisor at Evergreen Wealth LLC in Mentor, Ohio, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Gradient Advisors, LLC, Evergreen Financial Group, LLC, and Legend Advisory Corporation. In addition to her advisory role, she operates a fixed insurance sales business as a sole proprietor. Evergreen Wealth LLC provides discretionary asset management, financial planning, and retirement-plan consulting to individual investors and plan sponsors. The firm customizes investment programs based on client goals and risk tolerance and offers specialized pension consulting, including limited-scope ERISA 3(21) fiduciary services.
Based on Evergreen Wealth LLC
Based on Evergreen Wealth LLC
Financial planning fees range from $500 to $3,000 based on complexity and client needs; billed 50% in advance with balance due upon plan delivery.
1.0% annually
Account minimum: Evergreen itself does not have a minimum account size to become a client; however, some Third-Party Managers (TPMs) utilized by Evergreen may have account minimum requirements that vary among TPMs, generally higher for fixed income accounts than equity accounts.
7537 Mentor Ave, Ste 208
Mentor, OH 44060
Ohio
Evergreen Wealth LLC dba Evergreen Retirement Services
2022 - Present (4 years)
Gradient Advisors, LLC
2016 - 2022 (6 years)
Evergreen Financial Group, LLC
2016 - 2022 (6 years)
Legend Advisory Corporation
2012 - 2016 (4 years)
Legend Equities Corporation
2012 - 2016 (4 years)
Debora A. Majher, Sole Proprietor
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Herrick Portfolio Management Co.
CFP®, Series 63, Series 66
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McLean Financial Planning and Investment Management
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