E
Evergreen Investing, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,280,375
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
28
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$1,117,156
About
Evergreen Investing, LLC provides ongoing portfolio management and financial planning to individuals, trusts and corporate/business entities. The firm offers discretionary and non-discretionary investment supervisory services and develops financial plans using tools such as MoneyGuide Pro and Riskalyze.
Investment decisions draw on charting, fundamental, technical and cyclical analysis and are typically implemented through long-term strategies using ETFs, mutual funds and individual stocks and bonds, with occasional covered-call writing. Clients’ risk tolerances and objectives are documented in an Investment Policy Statement, and accounts are reviewed at least annually.
Notably, Evergreen serves corporate and business clients in addition to individual and trust accounts, a client mix that is less common among independent firms. The firm requires clients to use its recommended custodians (TradePMR and Charles Schwab) rather than directed brokerage, manages accounts without a stated minimum, and may utilize a broader range of instruments including private placements, hedge funds and covered-call options.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Fee options
$1 - $100,000: 1.35% $100,001 - $250,000: 1.30% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.80% Above $4,000,000+: 0.70%
Fee-only: Financial Planning Fees: $500 to $1,500 for initial assessment; $250 to $750 for periodic reviews, fees are negotiable.
Most active in
Evergreen Investing, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · 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.
Forms ADV
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