EVERGREEN WEALTH MANAGEMENT, LLC
Williamston, Michigan
4.2
6 Reviews
Evergreen Wealth Management, LLC is a reputable investment advisory firm based in Williamston, MI, with three offices serving a diverse clientele. With a team of seven dedicated professionals, four of whom specialize in providing investment advisory services, Evergreen Wealth Management offers comprehensive financial guidance to individuals, as well as employer-sponsored 401K plans. With an impressive average of approximately $35,730,000 in assets under management per investment advisor, they have established themselves as trusted stewards of their clients' wealth. The firm's compensation structure is flexible, incorporating vari...
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Assets Under Mgmt

$142.92M

Investment Professionals

4

Locations

2

% 401K & Individual

72%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Insurance broker or agent
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