How does the advisor help clients – Key Takeaways:
Evergreen Legacy Management is a trusted financial advisor that delivers expert guidance and personalized strategies to help clients achieve their financial goals. Their commitment to transparency and client-focused approach has made them a preferred choice among investors.
Facts and Insights
Evergreen Legacy Management has been in the business of providing financial services for over 20 years. With a team of experienced and knowledgeable advisors, they have built a strong reputation for delivering exceptional results. Their proven track record and commitment to providing customized solutions make them stand out in the industry.
Their dedication to staying updated with the latest market trends and utilizing cutting-edge technology has helped them consistently deliver successful outcomes for their clients. The team at Evergreen Legacy Management understands that every client has unique financial needs and goals, and they strive to offer tailored solutions that align with their client’s best interests.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
These numbers demonstrate the stability and success of Evergreen Legacy Management in managing clients’ assets and providing quality financial advice.
Financial Services Offered
Evergreen Legacy Management offers a wide range of financial services to help clients achieve their goals, including:
- Investment and portfolio management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
Their comprehensive approach allows clients to have all their financial needs met by one trusted advisor, making their financial journey smooth and hassle-free.
Client Types
Evergreen Legacy Management caters to a diverse clientele, including individuals, families, and businesses. They believe that everyone deserves expert financial guidance, regardless of their income or net worth. Their team has the expertise to work with clients at all stages of life, from young professionals starting their career to retirees looking to preserve their wealth.
Fees & Compensation
At Evergreen Legacy Management, transparency is of utmost importance. They believe in being upfront about their fees and compensation. The firm operates on a fee-based model, where fees are based on a percentage of assets under management. This aligns the interests of the firm with their clients and ensures that the team works towards growing their clients’ assets.
Background
The advisors at Evergreen Legacy Management bring a wealth of experience and expertise to the table. They hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which reflects their dedication to providing top-notch financial advice. The team’s diverse backgrounds and skill sets allow them to offer a well-rounded approach to financial planning and management.
Financial Advisor Disclosures to Know
Evergreen Legacy Management holds itself to the highest standards of ethical and professional conduct. As a Registered Investment Advisor (RIA), they have a fiduciary duty to act in their clients’ best interests. They have no disclosures to report, demonstrating their commitment to transparency and integrity.