Advisor at Evergreen Capital Management Inc
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 Capital Management Inc
Location
Omaha, NE 68114-2508
Credentials
Series 63, Series 65
Industry experience
24 years
Michael Green is the sole advisor at Evergreen Capital Management Inc in Omaha, NE, with 23 years of industry experience and Series 63 and 65 licenses. He has managed Evergreen Capital Management since 1989. In addition to his advisory role, he has served as an adjunct professor of finance at Creighton University since 2012. Evergreen Capital Management provides discretionary investment advisory services to individuals, foundations, small business retirement plans, and other institutional clients. The firm employs a fundamental, value-oriented investment approach focused on financially strong companies and offers educational seminars alongside customized portfolio management.
Based on Evergreen Capital Management Inc
$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually $10,000,001 - $20,000,000: 0.80% annually $20,000,001+: Negotiable
Account minimum: $200,000 Fee-only: Tiered percentage of assets under management as described above; no commissions or other fees received by firm.
909 North 96 Th Street, Suite101
Omaha, NE 68114-2508
Illinois · Iowa · Nebraska
Evergreen Capital Management, Inc.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Other specialized services
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