How does the advisor help clients – Key Takeaways:
Evergreen Money Advisors is an experienced financial advisory firm that specializes in providing clients with expert guidance and strategies to help them achieve their financial goals. With a team of dedicated and knowledgeable advisors, Evergreen Money Advisors is committed to offering top-quality financial services to individuals and businesses alike.
Facts and Insights
Here are some key facts and insights about Evergreen Money Advisors:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 15 years |
As shown above, Evergreen Money Advisors operates with a significant amount of assets under management, demonstrating their extensive experience in managing and growing clients’ wealth. With a team of 7 advisors, clients can expect personalized attention and a dedicated approach to their financial needs. The firm has been in business for 15 years, establishing a strong track record in the financial industry.
Financial Services Offered
Evergreen Money Advisors offers a comprehensive range of financial services to cater to the unique needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
By offering a diverse range of services, Evergreen Money Advisors is able to address various aspects of their clients’ financial well-being and provide holistic solutions for their financial goals.
Client Types
Evergreen Money Advisors caters to a wide range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
With their wealth of experience and versatile services, Evergreen Money Advisors is well-equipped to support clients from different backgrounds and financial situations.
Fees & Compensation
Evergreen Money Advisors operates with a fee-only compensation structure, meaning they do not receive commissions on the investments they recommend. This approach ensures that clients receive unbiased advice and that the advisors’ interests are aligned with those of the clients.
The firm charges a percentage of assets under management as their fee, which varies based on the total amount of assets and services provided. Clients can expect transparency and fairness in their fee structure, as well as a commitment to delivering value for their investment.
Background
Evergreen Money Advisors was founded in 2006, and since then, has established itself as a respected and reputable firm in the financial industry. The firm is headquartered in New York City and is registered with the Securities and Exchange Commission.
The advisors at Evergreen Money Advisors come from diverse backgrounds and bring a wealth of experience and knowledge to the table. They are committed to staying updated on the latest financial trends and strategies to provide clients with the best possible advice.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures that the advisor may have. Here are some key disclosures to know about Evergreen Money Advisors:
- The firm has no disclosure events in the past 10 years.
- The advisors do not have any outside business activities, which could pose a conflict of interest.
- No legal or disciplinary actions have been taken against the firm or its advisors.
These disclosures indicate that Evergreen Money Advisors operates with integrity and transparency, putting their clients’ interests first and foremost.