Overview
- Headquarters
- Cupertino, CA
- Total Firm Assets
- $411 million
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: EVEREST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-10-10)
· View brochure text
Latest filing: EVEREST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-10)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.95% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $47,500 | 0.95% |
| $10 million | $95,000 | 0.95% |
| $50 million | $475,000 | 0.95% |
| $100 million | $950,000 | 0.95% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 99.23%
- Number of High-Net-Worth Clients
- 86
- Total Client Accounts
- 328
- Discretionary Accounts
- 276
- Non-Discretionary Accounts
- 52
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 142945
- EVEREST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-10) · View brochure text
- EVEREST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-10-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗