About EVERGREEN CAPITAL MANAGEMENT, INC.
Evergreen Capital Management, Inc. is a reputable financial management firm that has been serving clients since 1997. With a team of experienced advisors and a commitment to financial expertise, the firm assists individuals and businesses in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and management services
- Offers a wide range of financial services to cater to diverse client needs
- Works closely with clients to understand their financial goals and develop customized strategies
- Utilizes the latest technology and tools to make informed financial decisions
- Adheres to a strict ethical code of conduct to ensure client trust and confidence
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 23 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Evergreen Capital Management, Inc. works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
Evergreen Capital Management, Inc. charges a percentage of assets under management as its fee, with rates varying based on the size of the portfolio. The firm works on a fee-only basis, meaning it does not receive any commissions or compensation for recommending specific investments.
Background:
The founder and principal of Evergreen Capital Management, Inc., John Smith, boasts over 30 years of experience in the financial industry. He holds multiple industry certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). The firm’s team of advisors also has a wealth of experience and knowledge in managing and advising on financial matters.
Financial Advisor Disclosures to Know:
Evergreen Capital Management, Inc. adheres to a strict ethical code of conduct and has a clean regulatory record. It is important to note, however, that past performance does not guarantee future results. Clients should carefully review the firm’s Form ADV and understand any potential conflicts of interest.
Overall, Evergreen Capital Management, Inc. provides comprehensive financial services and strives to help clients achieve their financial goals with personalized and strategic planning. With a team of experienced and knowledgeable advisors, the firm is a trusted partner in managing financial matters and securing a stable future.