How does the advisor help clients – Key Takeaways:
IJD Evergreen Financial Services LLC is a highly reputable financial services firm that specializes in providing expert guidance and advice for individuals and businesses. Their team of experienced advisors is committed to helping clients achieve their financial goals and make sound decisions when it comes to managing their money. Here are some key takeaways to keep in mind about the firm and their services.
Facts and Insights
Assets Under Management: As of their latest public filings, IJD Evergreen Financial Services LLC had over $1 billion in assets under management.
Number of Advisors: The firm currently employs 25 advisors who are dedicated to providing personalized financial advice.
Time in Business: IJD Evergreen Financial Services LLC has been in business for over 15 years, serving a wide range of clients with their expertise and industry knowledge.
Financial Services Offered
IJD Evergreen Financial Services LLC offers a wide range of financial services to meet the needs of their diverse clientele. Some of the services they provide include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
IJD Evergreen Financial Services LLC caters to a variety of clients, including:
- Individuals and families
- Entrepreneurs and small business owners
- Corporate executives
- Non-profit organizations
- Trusts and estates
Fees & Compensation
IJD Evergreen Financial Services LLC operates on a fee-based model, meaning they charge a percentage of the assets they manage for their clients. This aligns their interests with their clients’ goals, as the firm only earns more when their clients’ portfolios grow.
Background
The team at IJD Evergreen Financial Services LLC has a diverse background in finance, investing, and business management. They bring a wealth of knowledge and experience to the table, allowing them to create customized financial solutions for each client.
Financial Advisor Disclosures to Know
As a registered investment advisor, IJD Evergreen Financial Services LLC is required to disclose any potential conflicts of interest or legal issues. We recommend that clients review the firm’s Form ADV, which includes information about their services, fees, and any disciplinary actions.