facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

What It Means to Invest With Evergreen

With a keen investment approach, our objective is to develop a portfolio that meets your goals and the unique aspirations you have in mind. 

Together, We’ll Conduct:

Dice icon

Risk Assessment & Current Portfolio Review

File icon

Professional Investment Management with Reputable Independent Research

Balance icon

Routine Rebalancing

Globe icon

Socially/Environmentally Aware & Biblically Focused Portfolios

Money exchange icon

Low-Cost, Tax Efficient Investments

Pie chart icon

Flexibility with Existing Investments

Report icon

Customized Performance Reporting

Transparent Costs & Ongoing Conversations

If you’re an investment management client with over $250,000, your financial planning fees will be waived. 

See the table below for fee details.

Account Value Annual Fee
$0 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
$1,000,000 and Above

*Minimum annual fee of $300.

*Minimum assets under management requirement of $25,000.

Ready to Get Started?

Schedule an Initial Consultation

Have Additional Questions?

Contact Us to Learn More