EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue, Washington
5.0
2 Reviews
Evergreen Capital Management LLC, headquartered in Bellevue, WA, is a renowned local investment advisory firm specializing in managing assets for high net worth individuals. With a dedicated team of 35 employees, including 21 experienced investment advisors, Evergreen Capital Management provides personalized financial guidance and superior investment solutions. With an impressive average of approximately $33,250,000 in assets under management per investment advisor, Evergreen Capital Management demonstrates their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, offering variou...
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Assets Under Mgmt

$3.86B

Investment Professionals

21

Locations

4

% 401K & Individual

5%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS
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