Ever Green Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,261,380
Clients
363
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
363
Very HighAverage account size
$221,106
About
Ever Green Wealth Management is an SEC‑registered independent investment adviser that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm constructs customized portfolios or places clients into model portfolios composed primarily of low‑cost mutual funds and ETFs and may also use individual stocks, bonds or corporate debt securities as appropriate.
The adviser’s investment approach combines fundamental, technical, cyclical and charting analysis and is primarily long‑term focused while allowing shorter‑term trades for rebalancing or to meet client needs. Portfolios are tailored to each client’s risk profile, time horizon, income needs and tax situation, are monitored on a continuous basis with formal reviews at least annually, and clients may impose reasonable investment restrictions that the firm will consider.
The brochure reports approximately $80.26 million in discretionary assets under management across 363 client relationships, producing an unusually high client load relative to most peers in this category. Ever Green discloses its use of the Schwab Institutional custody platform and related institutional services and technology to support trading, reporting and back‑office functions, and notes it does not accept custody of client assets except for authorized fee deductions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.0% $2,500,001 - $5,000,000: 0.8% Over $5,000,000+: 0.5%
Fee-only: Single combined fee for investment management and financial planning services based on assets under management; fees are negotiable and can be waived or discounted
Main office location
Ever Green Wealth Management, LLC
6535 Anthony Drive, Suite A
Victor NY 14564, United States
Number of offices
1
Most active in
Ever Green Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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