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How does the advisor help clients – Key Takeaways:
Evergreen Investment Management, LLC is a leading financial management firm that provides expert advice and guidance to clients across a wide range of financial matters. Through their team of experienced and knowledgeable advisors, the firm offers a variety of services and solutions to help clients achieve their financial goals and build long-term wealth. Here are some key takeaways on how the advisor helps their clients:
- Offers a wide range of financial services and solutions
- Provides personalized advice and guidance tailored to each client’s specific needs and goals
- Utilizes a team approach to ensure a comprehensive and well-rounded perspective on each client’s financial situation
- Focuses on building long-term relationships with clients and helping them achieve financial success over time
Facts and Insights
Evergreen Investment Management, LLC has been in business since 2002 and has established a strong reputation for their expertise and client-centric approach. Here are some facts and insights about the firm:
- Assets Under Management: Over $1 billion (as of 2019)
- Number of Advisors: 15
- Time in Business: 18 years
Financial Services Offered
Evergreen Investment Management, LLC offers a comprehensive range of financial services to their clients, including:
- Wealth management and financial planning
- Investment management and portfolio construction
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
Evergreen Investment Management, LLC works with a diverse clientele, including:
- Individual investors
- High-net-worth individuals
- Families
- Business owners
- Trusts and estates
Fees & Compensation
Evergreen Investment Management, LLC’s fee structure is transparent and based on a percentage of assets under management. They do not charge commissions or receive compensation from third-party providers, ensuring that their interests are aligned with their clients’ best interests. Their fees are subject to negotiation and are based on various factors, including the complexity of the client’s financial situation and the services required.
Background
Evergreen Investment Management, LLC was founded in 2002 with a mission to help individuals, families, and businesses achieve their financial goals. The firm prides itself on its personalized and client-centric approach, where each client is treated as an individual with unique needs and goals. Evergreen’s team of experienced advisors has a wealth of knowledge and expertise in various areas of finance, allowing them to provide comprehensive and tailored solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Evergreen Investment Management, LLC is held to the highest standards of fiduciary responsibility and transparency. The firm is required to disclose any potential conflicts of interest or pertinent information to their clients. Some of these disclosures include:
- Potential conflicts of interest, such as receiving compensation from third-party providers
- Disclosure of any disciplinary actions or legal proceedings involving the firm or its advisors
- Information on the firm’s business practices and policies, including fees and compensation structure
- Disclosure of any ownership interests in recommended investments