How does the advisor help clients – Key Takeaways:
The Evergreen Advantage Management, Inc. offers a range of financial services to its clients, including wealth management and investment advisory services. The company prides itself on its extensive expertise in financial planning and its ability to provide tailored solutions to meet each client’s individual needs.
Facts and Insights:
The Evergreen Advantage Management, Inc. has been in business for over 25 years and is based in the United States, with offices in multiple states. The company’s team of experienced advisors holds various professional qualifications and is dedicated to delivering top-notch financial advice and services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 15 |
| Time in Business: | Over 25 years |
Financial Services Offered:
- Wealth management
- Investment advisory services
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types:
The Evergreen Advantage Management, Inc. serves a diverse range of clients, including individuals, families, small business owners, and corporations. The company’s team of advisors has the expertise and knowledge to cater to the unique financial needs of each client.
Fees & Compensation:
The fees charged by The Evergreen Advantage Management, Inc. are based on a percentage of assets under management. These fees are disclosed in the company’s ADV brochure, which is provided to clients and potential clients upon request. The company also offers performance-based fees for certain types of accounts, and it does not receive any additional compensation from third-party firms.
Background:
The Evergreen Advantage Management, Inc. was founded by a team of experienced financial advisors who wanted to offer tailored and comprehensive financial services to clients. Through their decades of experience and extensive knowledge of the financial industry, the company has become a leading name in the wealth management and investment advisory space.
Financial Advisor Disclosures to Know:
- The Evergreen Advantage Management, Inc. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The company has a fiduciary duty to act in the best interests of its clients.
- The company’s advisors have no disciplinary history or conflicts of interest.