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Evergreen Advisors, Llc
Chattanooga, Tennessee
5.0
17 Reviews
Evergreen Advisors, LLC, based out of Chattanooga, TN, is a small investment advisory firm that operates from a single office. With a total of 5 employees, 3 of whom provide investment advisory services, they possess a strong team dedicated to their clients' financial goals. The firm manages an average of approximately $106,900,000 in assets under management per investment advisor, which aligns with the industry average.
Evergreen Advisors' compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management origina...see more
Assets Under Mgmt
$320.71M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: GENERAL INVESTMENT CONSULTING
Reviews for Evergreen Advisors, Llc
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